Muni bond return chart
[PDF File]Q4 2019 Market ChartBook
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Bond proxy sectors, Real Estate (-0.5%) and Utilities (+0.8%), lagged as yields rose and risk taking increased. This year, the big winner was Technology with a whopping 50% return, driven by behemoths Microsoft (+58%) and Apple (+89%). The notable YTD underperformer was Energy, which returned only 11.8% despite a 34% surge in the price of WTI ...
Municipal Bond Market: Risk/Return - VanEck
Source: FactSet. The chart displays the annualized returns of the Barclays Capital Municipal Bond Index and the Barclays Capital High Yield Municipal Bond Index returns on a tax-equivalent return basis and compares such returns to other asset classes as represented by …
[PDF File]The Municipal Bond Opportunity
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The Municipal Bond Opportunity: ... muni market. Consider the chart on the next page, which shows that the greatest upside potential in ... The chart on the next page illustrates the income return ...
[PDF File]Foresight is 20/20 - BlackRock
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A return to normal is in sight Just as the term “20/20 vision” refers to normal visual acuity, the year 2020 means a return to normal for municipal bond performance. 2019 was a stellar year for
[PDF File]Surveying the Investing Landscape in 2020
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curve] was not inverting.” He noted that the ‘AAA’-rated muni bond curve was actually steepening in 2018 as Treasuries were inverting. And while the muni curve has flattened somewhat in 2019, it is still steeper than its taxable counter-part (see Chart 1). Solender posits that muni-bond investors have grown more comfortable with the
[PDF File]5 Reasons Why Short-Term Municipal Bonds Make Sense Now
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In 1913, to encourage investment, Congress made sure that muni bond income was exempt from federal taxes. This has been a win-win for ... the chart on the next page. State and local debt was up in most years going back to 1981, even during recessionary years. ... 5 Reasons Why Short-Term Municipal Bonds Make Sense Now Subject:
[PDF File]The Case for Municipal Bonds - Western Asset
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The Case for Municipal Bonds. 2 the Barclays Municipal Bond Index. Because the Agg already contains corporate bonds, the allocations shown . represent overweights to this sector. Exhibit 1 plots the taxable equivalent return (assuming a 35% tax rate) versus the volatility of returns for
[PDF File]Muni Fortnightly
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Muni funds completed the 48. ... Chicago Board of Education gets an upgrade to B1 at Moody’s. • S&P Puerto Rico Total Return Index was 0.2% month -to date (+15.5% YTD). What Happened in the Bond Markets Last Week? • Treasuries rose with some incremental curve bear-steepening. Trade headlines seesawing took yields on a -
FIVE TRUTHS ABOUT MUNICIPAL BONDS - Mutual Funds
franklintempleton.com Five Truths About Municipal Bonds 3 The municipal bond market currently includes over 118,000 issuers and over 934,000 outstanding issues.4 And even for the same issuer, there can be different securities with different structures.
[PDF File]High Yield Municipal Bond Fund Commentary
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Bond Index and the Bloomberg Barclays Municipal Bond Index, returned 2.65% during the same period. As yields across the tax-free curve moved lower, the Fund’s yield curve positioning led to a positive impact on relative performance.
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