(AVIG) Avantis Core Fixed Income - Overview

ETF Category: Intermediate Core Bond | Exchange: NYSE ARCA (USA) | Market Cap: 1.861m USD | Total Return: 5.7% in 12m

Corporate Bonds, Government Bonds, Asset-Backed Securities
Total Rating 38
Safety 60
Buy Signal -0.34
Intermediate Core Bond
Category Rotation: +3.9
TER: 0.15%
AUM: 1.86B
Avg Turnover: 8.35M
Risk 3d forecast
Volatility4.78%
VaR 5th Pctl0.88%
VaR vs Median2.69%
Reward TTM
Sharpe Ratio0.36
Rel. Str. IBD30.5
Rel. Str. Peer Group62.5
Character TTM
Beta0.091
Beta Downside0.053
Hurst Exponent0.559
Drawdowns 3y
Max DD6.03%
CAGR/Max DD0.76
CAGR/Mean DD3.30

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: AVIG Avantis Core Fixed Income

The Avantis Core Fixed Income ETF (AVIG) is an actively managed fund targeting investment-grade debt from domestic and international issuers. The fund maintains a mandate to invest at least 80% of its assets in fixed-income securities, focusing on a diversified mix of corporate and government obligations.

To manage interest rate sensitivity, the portfolios weighted average duration is kept within two years of the Bloomberg U.S. Aggregate Bond Index. Investment-grade bonds typically offer lower default risk compared to high-yield debt, serving as a capital preservation tool in diversified portfolios. The intermediate core bond sector often functions as a defensive allocation during periods of equity market volatility.

Investors can further analyze these risk metrics and portfolio holdings at ValueRay. This strategy allows the fund manager to tilt toward securities with higher expected returns while maintaining a risk profile similar to the broad bond market.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots dictate underlying bond valuation and total returns
  • Yield spread compression between corporate and Treasury debt impacts excess performance
  • Inflation volatility influences real yields and demand for investment grade fixed income
  • Duration management relative to the Bloomberg US Aggregate Bond Index drives volatility
  • Credit rating migration of U.S. and non-U.S. issuers affects portfolio risk premiums
What is the price of AVIG shares?

As of May 30, 2026, the stock is trading at USD 41.48 with a total of 195,136 shares traded.
Over the past week, the price has changed by +0.75%, over one month by +0.39%, over three months by -1.37% and over the past year by +5.69%.

Is AVIG a buy, sell or hold?

Avantis Core Fixed Income has no consensus analysts rating.