BRTR ETF Analysis: BlackRock Total Return | NASDAQ

Intermediate Core-Plus Bond | NASDAQ, USA | Market Cap: 746m USD | 12M Return: 2.9% | US0925288765 | Charts, Fundamentals & Technical Analysis

Corporate Bonds, Mortgage-Backed, Government Obligations, Convertible Notes
Total Rating 40
Safety 52
Buy Signal -0.63
Intermediate Core-Plus Bond
Category Rotation: +1.7
TER: 0.38%
AUM: 746M
Avg Turnover: 3.30M
Risk 3d forecast
Volatility4.14%
VaR 5th Pctl0.78%
VaR vs Median4.49%
Reward TTM
Sharpe Ratio-0.35
Rel. Str. IBD23.6
Rel. Str. Peer Group41.7
Character TTM
Beta0.094
Beta Downside0.088
Hurst Exponent0.557
Drawdowns 3y
Max DD5.07%
CAGR/Max DD0.72
CAGR/Mean DD2.64

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 2.5 years of data

Jan -0.1% 13
Feb +1.0% 20
Mar -2.1% 17
Apr -0.7% 15
May -0.5% 15
Jun +0.5% 15
Jul -0.7% -
Aug +1.0% -
Sep +0.6% -
Oct +0.0% -
Nov -0.1% -
Dec -1.9% 16

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BRTR BlackRock Total Return

BRTR is an actively managed exchange-traded fund that invests at least 90% of its assets in a diversified mix of fixed-income securities, including corporate bonds and notes, mortgage-backed securities, asset-backed securities, convertible securities, preferred securities, and government obligations issued by both U.S. and foreign entities. The fund has flexibility to invest across any duration or maturity, giving its managers broad discretion within the fixed-income universe.

As a fund classified within the Intermediate Core-Plus Bond category, BRTR follows a strategy that typically combines a core bond allocation with the ability to add opportunistic positions in non-core sectors, such as high-yield or emerging market debt, in pursuit of higher total returns. The total return objective generally aims to capture both interest income and capital appreciation, distinguishing it from funds that focus primarily on yield or capital preservation.

Headlines to Watch Out For
  • Fed rate cuts lift core-plus bond ETF demand
  • Corporate credit spreads tighten boosting fund returns
  • Fund inflows accelerate as investors seek total return exposure
What is the price of BRTR shares?

As of August 21, 2026, the stock is trading at USD 49.52 with a total of 247,729 shares traded. Over the past week, the price has changed by -0.26%, over one month by -0.11%, over three months by +0.45% and over the past year by +2.90%.

Current recommended Stop Loss: 49.30 (which is 0.4% or 1.6 ATR below the current price).

Is BRTR a buy, sell or hold?

BlackRock Total Return has no consensus analysts rating.