AGG · AGG
Price
Snapshot
50 fields · last close| Market Cap | — |
| P/E | — |
| Float | — |
| Beta | 0.26 |
| Volatility | 6.6% |
| Exchange | — |
| Sector | — |
| Cap tier | — |
| Macro sensitivity | Low |
| Clavix score | 93 |
| Price | 97.08 |
| Change | +0.13% |
| Prev Close | 96.95 |
| Open | 97.11 |
| Day Low | 96.94 |
| Day High | 97.16 |
| Avg Vol | 7 |
| Avg $ Vol | $693.0M |
| 52W High | 101.46 |
| 52W Low | 96.75 |
| 52W Pos | 7.0% |
| From High | −4.31% |
| From Low | +0.34% |
| Max DD 1Y | −4.57% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | −0.37% |
| SMA 50 | −0.74% |
| SMA 200 | −2.12% |
| RSI (14) | 40.5 |
| Vol 30D | 4.4% |
| Vol 90D | 4.3% |
| 1Y Range | 97–101 |
| Daily bars | 857 |
| Perf Week | −0.90% |
| Perf Month | −0.78% |
| Perf Quarter | −1.73% |
| Perf Half Y | −3.28% |
| Perf Year | −2.30% |
| Perf YTD | −2.77% |
| Prev Day | +0.13% |
| Clavix | A+ |
| Debt / Eq | — |
| Curr Ratio | — |
| Int Cover | — |
| FCF Margin | — |
| Rev Growth | — |
| Profit | Mixed |
| Leverage | Moderate |
| Sector rank | — |
Clavix risk grade
regraded every trading dayAGG grades A+, 93 of 100. Steadiest on Sector Resilience (88), most exposed on News Sentiment (32, weak). 3 of the 4 weighted dimensions sit above the all-names median.
How rough the ride is
| AGG | |
|---|---|
| Betavs the overall market · lower is steadier | 0.26 |
| Volatilityannualized | 6.6% |
| Max drawdown, past yearworst peak-to-trough fall | −4.6% |
| Typical daily movemedian absolute daily change | 0.16% |
| Days beyond ±3%of the last 252 sessions | 00% |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| AGG | |
|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.26 |
| Macro sensitivityrate, dollar and credit exposure bucket | Low |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| AGG | |
|---|---|
| 1 week | −0.9% |
| 1 month | −0.8% |
| Year to date | −2.8% |
| 1 year | −2.3% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| AGG | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 11 Jun |
| Average score0 most bearish, 100 most bullish | 50 |
| Bullish · bearisharticles above 60 · below 40 | 6 · 6 |
| Directionarticles whose tone is improving vs worsening | 6 ↑ 8 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Growth
| AGG | |
|---|---|
| Revenue growthyear over year | — |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the all-names median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openInvestment advisors are recommending that clients avoid long-term bonds and instead favor higher credit quality securities in response to spiking bond yields.
An analyst reiterates a buy rating on iShares Core US Aggregate Bond ETF (AGG), citing its 4.87% yield-to-maturity, 5.72-year duration, and strong risk/liquidity profile as reasons it makes a prudent portfolio core holding.
Market gauges of inflation-adjusted borrowing costs have surged to their highest in over a decade across major economies, driven by increased bond sales from AI companies and governments, posing risks for stock markets and global growth.
The article says the aggregate bond market has nearly recovered from its worst decline in a generation following the 2022 bond crash, and compares two bond ETFs: BND (Vanguard Total Bond Market ETF) is close to fully erasing its losses, while TLT (iShares 20+ Year Treasury Bond ETF) is still far from recovery.
NMAI offers a 10.19% yield with tech-led returns but is trading at a 7.11% NAV discount, with inflation bond risks weighing on performance.
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