This asset class concentrates on long-dated U.S. Treasury and agency securities, emphasizing credit safety and duration for hedging equity risk. These funds typically respond positively to falling rates and risk-off environments.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLT (iShares 20+ Year Treasury Bond ETF) | 0.35% | 3.89% | -1.54% | -6.19% | -1.52% | 2.09% | 3.28% | … | … |
| TLH (iShares 10-20 Year Treasury Bond ETF) | 0.09% | 4.52% | 0.81% | -3.69% | -0.74% | 1.60% | NA | … | … |
| IEF (iShares 7-10 Year Treasury Bond ETF) | -0.53% | 3.44% | 2.52% | -1.11% | 0.67% | 2.00% | 3.42% | … | … |
| SPTL (SPDR Portfolio Long Term Treasury ETF) | 0.17% | 4.25% | -0.47% | -5.20% | -1.16% | 1.62% | NA | … | … |
| VGLT (Vanguard Long-Term Treasury ETF) | -0.17% | 3.91% | -0.59% | -5.25% | -1.06% | 2.15% | NA | … | … |
| EDV (Vanguard Extended Duration Treasury ETF) | -0.41% | 2.74% | -5.12% | -10.02% | -3.24% | 2.32% | NA | … | … |
| ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund) | -0.75% | 1.47% | -7.14% | -11.57% | -3.92% | 2.01% | NA | … | … |
| LTPZ (PIMCO 15+ Year US TIPS Index Exchange-Traded Fund) | 0.57% | 3.59% | -0.77% | -5.21% | 1.02% | 2.50% | NA | … | … |
| DFIP (Dimensional Inflation-Protected Securities ETF) | 1.52% | 4.68% | 4.11% | NA | NA | NA | NA | … | … |
| GNMA (iShares GNMA Bond ETF) | 0.67% | 5.88% | 4.32% | 0.55% | 1.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2021
Recent Articles
- Tesla 401(k) Review: 50% Match Up to $3,000 — Is That Enough for TSLA Employees?
- Marathon Petroleum Thrift Plan Review: 117% Employer Match in the Energy Sector
- THE PROGRESSIVE 401(K) PLAN Review: 100% Match with 59% Match Rate
- THE HOME DEPOT FUTUREBUILDER Review: 150% Match with 38% Employer Match
- General Dynamics 401(k) Review: 100% Match Up to 6% With $325 Million in Employer Contributions
- June 2026 MyPlanIQ Portfolio Update
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …