(BKAG) BNY Mellon Core Bond - Overview

ETF Category: Intermediate Core Bond | Exchange: NYSE ARCA (USA) | Market Cap: 2.105m USD | Total Return: 5.3% in 12m

Government Bonds, Corporate Bonds, Mortgage-Backed Securities
Total Rating 33
Safety 56
Buy Signal -0.28
Intermediate Core Bond
Category Rotation: +3.9
AUM: 2.11B
Avg Turnover: 4.76M
Risk 3d forecast
Volatility4.35%
VaR 5th Pctl0.81%
VaR vs Median2.73%
Reward TTM
Sharpe Ratio0.27
Rel. Str. IBD30.4
Rel. Str. Peer Group52.5
Character TTM
Beta0.075
Beta Downside0.030
Hurst Exponent0.532
Drawdowns 3y
Max DD6.04%
CAGR/Max DD0.67
CAGR/Mean DD2.70

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: BKAG BNY Mellon Core Bond

The BNY Mellon Core Bond ETF (BKAG) is a non-diversified fund that invests at least 80% of its assets in investment-grade, U.S. dollar-denominated fixed-income securities. It seeks to track the performance of the Bloomberg US Aggregate Total Return Index, which serves as a broad benchmark for the domestic taxable bond market.

The fund utilizes To-Be-Announced (TBA) transactions and other ETFs to gain exposure to various debt instruments, including government, corporate, and mortgage-backed securities. This strategy captures the intermediate core segment, which typically balances yield potential with moderate interest rate sensitivity.

Fixed-income ETFs often serve as a defensive component in portfolios, providing regular interest payments and capital preservation during periods of equity market volatility. Investors can further evaluate these risk metrics by using tools like ValueRay to analyze historical performance. This specific fund category is characterized by high credit quality, as the underlying index excludes high-yield or junk bonds.

Headlines to Watch Out For
  • Interest rate fluctuations impact net asset value of underlying core bond holdings
  • Federal Reserve monetary policy shifts drive demand for investment grade debt
  • Credit spread volatility affects pricing of corporate and government bond components
  • Management fee competition among passive ETFs influences total return and fund inflows
  • Liquidity in the TBA mortgage-backed securities market impacts fund tracking error
What is the price of BKAG shares?

As of May 30, 2026, the stock is trading at USD 42.02 with a total of 69,107 shares traded.
Over the past week, the price has changed by +0.84%, over one month by +0.44%, over three months by -1.35% and over the past year by +5.33%.

Is BKAG a buy, sell or hold?

BNY Mellon Core Bond has no consensus analysts rating.