IVOL - Quadratic Interest Rate Volatility and Inflation Hedge ETF
|Ex-Dividend Date||Mar 29, 2021|
|Trading Day||April 19|
|Day's Range||28.45 - 28.54|
|52-Week Range||25.30 - 28.78|
The investment seeks to hedge relative interest rate movements, whether these movements arise from falling short-term interest rates or rising long-term interest rates, and to benefit from market stress when fixed income volatility increases, while providing the potential for enhanced inflation-protected income. The fund is actively managed and seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U.S. Treasury Inflation-Protected Securities (TIPS) and long options tied to the shape of the U.S. interest rate curve. It is non-diversified.
|Asset Class |
|Inception Date |
May 13, 2019
|Ticker Symbol |
|Mar 29, 2021||$0.086||Mar 31, 2021|
|Feb 24, 2021||$0.086||Feb 26, 2021|
|Jan 27, 2021||$0.085||Jan 29, 2021|
|Dec 29, 2020||$0.084||Dec 31, 2020|
|Nov 25, 2020||$0.082||Nov 30, 2020|
|Oct 28, 2020||$0.082||Oct 30, 2020|
Key Takeaways Based on expected monetary and fiscal policies for the year ahead, many advisors are thinking about how to manage rising inflation. Demand for inflation-protected fixed income ETFs has inc...
ETF Trends caught up with Nancy Davis, CIO and Managing Partner at Quadratic Capital Management and manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL), to discuss the Fed, ...
Amid very-low interest rate environment, investors may be interested in securities that have the potential to offer capital appreciation as well as benchmark-beating yields.