Articles for Financial Advisors

Barclays Capital U.S. Aggregate Bond


Barclays Capital U.S. Aggregate Bond

The Barclays U.S. Aggregate Bond Index was launched in 1976. Since its 1976 inception, the index’s worst year has been 1994 (-2.92%). Since 1993, the index has had just two negative years, 1994 and 1999 (a loss of ~ 1%). From the beginning of 2013 to the end of August 2013, the index had a total return of -6.8%.

Over the past 15 years (not including 2013), the Aggregate Bond Index has had a maximum drawdown of 3.8% while real assets suffered a 68.6% loss, high-dividend stocks had a maximum loss of 60.2% and high-yield bonds dropped as much as 33.3%.

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