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AB Ultra Short Income ETF (YEAR)
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Upturn Advisory Summary
11/07/2025: YEAR (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 13.67% | Avg. Invested days 305 | 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 11/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.10 - 50.68 | Updated Date 06/29/2025 |
52 Weeks Range 48.10 - 50.68 | Updated Date 06/29/2025 |
Upturn AI SWOT
AB Ultra Short Income ETF
ETF Overview
Overview
The AB Ultra Short Income ETF (listed on NYSE Arca under ticker symbol YEAR) is an actively managed ETF that seeks to maximize current income consistent with the preservation of capital. It invests primarily in investment-grade, ultra-short-term fixed income securities.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global asset management firm with a strong reputation and long track record in managing fixed income investments.
Management Expertise
AB has a team of experienced fixed income professionals with expertise in credit analysis, portfolio management, and macroeconomic forecasting.
Investment Objective
Goal
To maximize current income consistent with the preservation of capital.
Investment Approach and Strategy
Strategy: Actively managed, investing in a diversified portfolio of ultra-short-term fixed income securities.
Composition Primarily investment-grade corporate bonds, government securities, and asset-backed securities with maturities typically less than one year.
Market Position
Market Share: The market share of YEAR varies depending on the specific ultra-short bond ETF segment. Relative to the other offerings in the marketplace YEAR has an average market share.
Total Net Assets (AUM): 2011170000
Competitors
Key Competitors
- MINT
- BIL
- GSY
Competitive Landscape
The ultra-short bond ETF market is competitive with several established players. YEAR competes with larger ETFs like MINT and BIL, requiring it to differentiate through active management and potentially higher yields. Its advantage lies in AB's expertise, but it faces challenges in gaining market share against more established funds.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes. 1-year return is 5.47%, 3-year return is 2.34%, 5-year return is 2.03% (as of late 2023).
Benchmark Comparison: Performance is typically compared to short-term Treasury bill indexes or similar ultra-short duration benchmarks to gauge effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average daily trading volume for YEAR is robust and has sufficient liquidity for most investors' needs.
Bid-Ask Spread
YEAR typically has a relatively tight bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like inflation, interest rate policies of the Federal Reserve, and overall credit market conditions significantly impact YEAR's performance.
Growth Trajectory
Growth trends depend on investor demand for low-volatility, income-generating assets and may include adjustments to portfolio duration or credit quality based on market conditions.
Moat and Competitive Advantages
Competitive Edge
YEAR's competitive advantage lies in its active management by AllianceBernstein, allowing it to dynamically adjust its portfolio to optimize yield and manage risk. The fund benefits from AB's credit research capabilities and macroeconomic insights. Its experienced management team can potentially identify opportunities and mitigate risks more effectively than passive ultra-short bond ETFs. AB's global resources further enhance the fund's ability to navigate complex market conditions.
Risk Analysis
Volatility
Volatility is low compared to other fixed-income ETFs due to the ultra-short duration of its holdings.
Market Risk
Primary risks include interest rate risk (although mitigated by short duration) and credit risk associated with corporate bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking a stable income stream with minimal principal fluctuation. Investors looking for a cash alternative or a low-volatility component in a diversified portfolio.
Market Risk
Suitable for short-term investors, those nearing retirement, or anyone seeking to preserve capital while generating income.
Summary
AB Ultra Short Income ETF (YEAR) is an actively managed ultra-short duration fixed income ETF designed for capital preservation and income generation. Managed by AllianceBernstein, it benefits from active credit selection and interest rate management. Its low volatility makes it suitable for risk-averse investors seeking a cash alternative or a stable component in a diversified portfolio. Key risks include interest rate and credit risk, although these are mitigated by the fund's short duration and focus on investment-grade securities.
Similar ETFs
Sources and Disclaimers
Data Sources:
- AllianceBernstein (AB) website
- ETF.com
- Morningstar
- Yahoo Finance
- FactSet
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 AB Ultra Short Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF"). It will pursue its objective by investing, under normal circumstances, primarily in a mix of U.S. government and investment grade corporate fixed-income securities. Under normal circumstances, the fund will maintain a dollar-weighted average duration of less than one year, although it may invest in securities of any duration or maturity. It may invest in mortgage-backed and other asset-backed securities, certificates of deposit and commercial paper.
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