Overview: The iShares Treasury Bond 20yr UCITS ETF (symbol: DTLC) is an exchange-traded fund that aims to replicate the performance of an index composed of U.S. dollar-denominated government bonds issued by the U.S. Treasury. This ETF provides investors with access to a diversified portfolio of long-term bonds, offering exposure to U.S. sovereign debt.
Benefits: This ETF has several strengths, including the safety associated with U.S. government bonds, which are often considered safe-haven investments. By investing in long-term bonds, investors can potentially benefit from higher yields compared to short-term bonds. Additionally, the liquidity of this ETF allows investors to easily buy and sell their shares on the secondary market.
Risks: Like any investment in bonds, this ETF is subject to risks, including interest rate risk. When interest rates rise, the value of existing bonds may decrease, leading to volatility in the ETF's price. Furthermore, long-term bonds may be more sensitive to interest rate fluctuations, which can increase the overall volatility of this asset.
Investor Profile: This ETF is primarily suitable for investors looking to diversify their portfolio with fixed-income assets, particularly those who prioritize safety and stability. It may be particularly well-suited for long-term investors, such as those nearing retirement or looking to balance their equity exposure with less risky investments.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |