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Upturn AI SWOT - About
US Treasury 5 Year Note ETF (UFIV)
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Upturn Advisory Summary
07/24/2025: UFIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.23% | Avg. Invested days 89 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.18 - 49.31 | Updated Date 06/30/2025 |
52 Weeks Range 46.18 - 49.31 | Updated Date 06/30/2025 |
Upturn AI SWOT
US Treasury 5 Year Note ETF
ETF Overview
Overview
US Treasury 5 Year Note ETFs provide exposure to U.S. Treasury bonds with a maturity of approximately 5 years. These ETFs offer a convenient way to invest in the intermediate-term portion of the U.S. Treasury yield curve, targeting stability and income.
Reputation and Reliability
Issuers are typically well-established financial institutions with a strong track record.
Management Expertise
Management teams possess significant experience in fixed income markets.
Investment Objective
Goal
To track the performance of U.S. Treasury securities with a maturity of approximately 5 years.
Investment Approach and Strategy
Strategy: Tracks an index of U.S. Treasury notes with a maturity of around 5 years.
Composition Primarily holds U.S. Treasury notes.
Market Position
Market Share: Significant, but varies depending on the specific ETF.
Total Net Assets (AUM): Varies widely by ETF, ranging from tens of millions to several billion USD.
Competitors
Key Competitors
- IEF
- VGIT
- SCHR
Competitive Landscape
The competitive landscape is dominated by a few large issuers. Advantages include low expense ratios and high liquidity. Disadvantages may arise from tracking errors relative to the benchmark index.
Financial Performance
Historical Performance: Performance closely mirrors the underlying U.S. Treasury market.
Benchmark Comparison: Performance is typically very close to the target index.
Expense Ratio: Ranges from 0.05% to 0.15% depending on the fund.
Liquidity
Average Trading Volume
Average trading volume is generally high, facilitating easy entry and exit.
Bid-Ask Spread
Bid-ask spreads are typically tight, reflecting the liquidity of the underlying Treasury market.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate policies, and economic growth significantly influence ETF performance.
Growth Trajectory
Growth depends on investor demand for fixed income exposure and interest rate expectations; slight increases in AUM seen lately as rates stabilize.
Moat and Competitive Advantages
Competitive Edge
The competitive advantage for U.S. Treasury 5 Year Note ETFs lies in their simplicity and low risk due to the backing of the U.S. government. The ETFs offer a cost-effective way to gain exposure to this segment of the yield curve. Their appeal stems from their use as a portfolio diversifier or as a safe haven during economic uncertainty. This security and accessibility make them a valuable tool for both institutional and retail investors.
Risk Analysis
Volatility
Low volatility compared to equity ETFs.
Market Risk
Primarily interest rate risk; rising rates can decrease bond values.
Investor Profile
Ideal Investor Profile
Conservative investors, retirees, and those seeking income and capital preservation.
Market Risk
Best for long-term investors and those seeking a low-risk component in their portfolio.
Summary
US Treasury 5 Year Note ETFs offer investors a simple way to gain exposure to intermediate-term U.S. Treasury bonds. These ETFs are generally considered low-risk investments suitable for conservative investors seeking income and capital preservation. Performance is closely tied to movements in interest rates, making them sensitive to changes in monetary policy. While returns may be moderate, they offer stability and diversification benefits within a broader portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Websites
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About US Treasury 5 Year Note ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, F/m Investments LLC (the "Adviser") seeks to achieve the fund"s investment objective by investing at least 80% of the fund"s net assets (plus any borrowings for investment purposes) in the component securities of the underlying index. The ICE BofA Current 5-Year U.S. Treasury Index is a one-security index comprised of the most recently issued 5-year U.S. treasury note.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
