(GOVZ) iShares 25+ Year Treasury - Ratings and Ratios

The iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) is an exchange-traded fund that primarily invests in long-term U.S. Treasury securities, specifically focusing on STRIPS (Separate Trading of Registered Interest and Principal Securities) with maturities of 25 years or more. This investment strategy is designed to mirror the performance of its underlying index.

To achieve its objective, the fund allocates at least 80% of its assets to the securities that comprise its tracking index and at least 90% to U.S. Treasury securities. This allocation strategy is aimed at closely tracking the indexs performance, leveraging the fund managers (BFA) expertise to select securities that will help in achieving this goal.

From a performance perspective, GOVZ has shown variability in its price movements, as indicated by its Average True Range (ATR) of 0.14, translating to a 1.52% volatility. The ETFs price has fluctuated within a 52-week range of $8.84 to $11.99, with its last price recorded at $9.38. The moving averages (SMA20, SMA50, and SMA200) suggest a relatively stable short-term trend but a longer-term downtrend, as the SMA200 is higher than the current price.

Key Performance Indicators (KPIs) for GOVZ include its yield, duration, and Assets Under Management (AUM). With an AUM of $267.77M USD, GOVZ has a considerable presence in the market. For long-term Treasury ETFs like GOVZ, yield and duration are critical KPIs. The yield indicates the return an investor can expect, while duration measures the sensitivity of the funds price to changes in interest rates. Given its focus on long-term STRIPS, GOVZ likely has a high duration, making it sensitive to interest rate changes.

Investors in GOVZ are likely seeking exposure to long-term U.S. Treasury securities, possibly for duration hedging or as a safe-haven investment. The funds structure and investment strategy make it suitable for investors with a long-term perspective and a tolerance for interest rate risk. However, its crucial for potential investors to assess their own risk tolerance and investment objectives in light of GOVZs characteristics and the prevailing market conditions.