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Upturn AI SWOT - About
Rbb Fund Inc - US Treasury 2 Year Note ETF (UTWO)
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Upturn Advisory Summary
08/14/2025: UTWO (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 6.24% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 46.06 - 48.52 | Updated Date 06/29/2025 |
52 Weeks Range 46.06 - 48.52 | Updated Date 06/29/2025 |
Upturn AI SWOT
Rbb Fund Inc - US Treasury 2 Year Note ETF
ETF Overview
Overview
The Rbb Fund Inc - US Treasury 2 Year Note ETF seeks to track the investment results of a market-weighted index composed of U.S. Treasury securities with a maturity of approximately two years. It provides targeted exposure to the short-term U.S. Treasury market, offering a low-cost way to manage interest rate risk and generate income.
Reputation and Reliability
Issuer information is missing, unable to determine reputation and reliability.
Management Expertise
Management expertise information is missing, unable to determine management expertise.
Investment Objective
Goal
To track the investment results of a market-weighted index composed of U.S. Treasury securities with a maturity of approximately two years.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the underlying index.
Composition The ETF holds U.S. Treasury securities with maturities of approximately two years.
Market Position
Market Share: Market share data unavailable.
Total Net Assets (AUM): AUM data unavailable.
Competitors
Key Competitors
- VGSH
- SCHO
- IEI
Competitive Landscape
The ETF market for short-term US Treasuries is competitive, with established players like VGSH and SCHO dominating. These larger ETFs benefit from greater liquidity, lower expense ratios, and higher AUM, making it challenging for newer or smaller ETFs to gain significant traction. Rbb Fund Inc - US Treasury 2 Year Note ETF would need to differentiate itself through potentially higher yields or a specialized focus to compete effectively.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: Expense ratio data unavailable.
Liquidity
Average Trading Volume
Average trading volume data is not available to asses the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread information is not available.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and Federal Reserve policy decisions significantly impact the performance of this ETF. Changes in these factors can influence the yield and price of the underlying Treasury securities.
Growth Trajectory
Growth trends cannot be accurately assessed due to the lack of available historical performance and holdings data. Any changes to strategy would require direct confirmation from Rbb Fund Inc.
Moat and Competitive Advantages
Competitive Edge
Without specific details about the fund, it's difficult to pinpoint competitive advantages. It may potentially offer a cost-effective or more precise maturity targeting strategy. However, larger, more established ETFs typically benefit from higher liquidity and lower expense ratios. Rbb Fund Inc - US Treasury 2 Year Note ETF would need to highlight a niche area within the short-term treasury market to attract investors. Any potential advantage remains speculative without concrete data.
Risk Analysis
Volatility
Volatility data unavailable.
Market Risk
The ETF is subject to interest rate risk, meaning that its value may decline when interest rates rise. Changes in monetary policy and economic conditions can significantly impact the value of the underlying Treasury securities.
Investor Profile
Ideal Investor Profile
The ideal investor is typically a conservative investor seeking low-risk, short-term fixed income exposure. This ETF is suitable for investors looking for capital preservation and a hedge against equity market volatility.
Market Risk
This ETF is suitable for long-term investors seeking a stable fixed income component in their portfolio or active traders looking to capitalize on short-term interest rate movements.
Summary
Rbb Fund Inc - US Treasury 2 Year Note ETF aims to provide exposure to short-term U.S. Treasury securities, offering a low-risk investment option. Its performance is directly tied to movements in interest rates and the overall health of the U.S. economy. Due to limited data availability, a comprehensive assessment of its financial performance and competitive position is challenging. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC.gov
- Morningstar
- Bloomberg
- ETFdb.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share and AUM data may be estimates and are subject to change. Past performance is not indicative of future results.
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 Rbb Fund Inc - US Treasury 2 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 index is a one-security index comprised of the most recently issued 2-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.