Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks to generate income while preserving capital through investment in short-duration US dollar-denominated bonds. It invests primarily in investment-grade fixed income securities with short maturities typically under three years including corporate bonds, government securities, and agency bonds. The strategy emphasizes credit quality and duration management to minimize interest rate sensitivity while generating steady income with capital preservation focus. Through short-duration USD bond investment offering lower volatility than longer-duration alternatives, the fund provides income generation with reduced interest rate risk, appropriate for conservative fixed income investors seeking yield enhancement over money markets with capital preservation priority and limited duration exposure. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +2.49% | +2.49% |
| 3-Year Return | +14.07% | +4.51% |
| 5-Year Return | +9.75% | +1.88% |
| 10-Year Return | +20.57% | +1.89% |
| All Time Return | +56.50% | +1.90% |
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