The last few years were challenged for bonds, with 2022 marking the worst year, leaving many investors spooked and under-allocated today. Take the late 2023 bond rally as an example – if you weren’t invested, you missed out.
Source: Bloomberg, as of 12/31/23. Represented by U.S. Treasury bond 10Y index annual real returns from 1929 through 2023. Past performance does not guarantee or indicate future results. Index performance is for illustrative purposes only. You cannot invest directly in the index.
SOURCE: Bloomberg; Cliffwater as of 4/25/24. Yield is represented by yield to worst, a measure of the lowest possible yield that can be received on a bond that fully operates within the terms of its contract without defaulting. High yield refers to the Bloomberg U.S. High Yield Index. Private credit refers to the Cliffwater Direct Lending Index. For more information on the Cliffwater Direct Lending Index. S. 1-3Y Treasury refers to the Bloomberg U.S. Treasury 1-3 Yr Index. U.S. 3-7Y Treasury refers to the Bloomberg U.S. Treasury 3-7Yr Index. U.S. Aggregate bond refers to the Bloomberg U.S. Aggregate Bond Index. Muni bond refers to the Bloomberg Municipal Bond Index.
Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. Indices are unmanaged. You cannot invest directly in an index.
Higher rates mean ‘bonds can act like bonds’.
Investors typically buy bonds for income and diversification – but they didn’t get either over the last few years. And higher rates mean your "yield cushion" may help limit portfolio downside in multiple market scenarios.
Explore BlackRock fixed income solutions across the risk and yield spectrum for all types of investment portfolios and goals.
Objective | Fund Name | Ticker | ETF or mutual fund | |||
Income | ||||||
I want to tap into today's higher yields. |
BlackRock Flexible Income ETF > | BINC | ETF | |||
BlackRock High Yield Bond Fund > | BHYIX | Mutual fund | ||||
BlackRock Credit Strategies Fund > | CREDX | Mutual fund | ||||
BlackRock Private Credit Fund > | BDEBT | ETF | ||||
Capital preservation | ||||||
I want to put cash to work. | BlackRock Strategic Income Opp. Fund > | BSIIX | Mutual fund | |||
BlackRock Short Duration Bond ETF > | NEAR | ETF | ||||
iShares Core 1-5 Year USD Bond ETF > | ISTB | ETF | ||||
iShares Treasury Floating Rate Bond ETF > | TFLO | ETF | ||||
Equity diversification | ||||||
I want bonds that diversify my stocks. |
BlackRock Global Equity Market Neutral Fund > | BDMIX | Mutual fund | |||
BlackRock Systematic Multi-Strategy Fund > | BIMBX | Mutual fund | ||||
iShares Core U.S. Aggregate Bond ETF > | AGG | ETF | ||||
iShares Core Total USD Bond Market ETF > | IUSB | ETF | ||||
Outsourcing | ||||||
I want to personalize and scale. |
Fixed income SMAs > | - | Other | |||
Model portfolios > | - | ETF/Mutual fund |
The funds listed in the table above have been chosen by BlackRock and iShares product strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
The strategies listed in the table above have been chosen by BlackRock and iShares product and portfolio strategists to help represent potential investor portfolio objectives. The scope of the funds under consideration are iShares and BlackRock ETF and mutual fund offerings. This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular and is subject to change.
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