Issue link: https://resources.envestnet.com/i/1540867
© 2025 Envestnet, Inc. All rights reserved. For one-on-one use with a client's financial advisor only. 25 Fixed Income Asset Class Returns: 10-Year Snapshot (ending December 31, 2024) 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 BBg Municipal 3.30% BBg US High Yield 17.13% BBg US High Yield 7.50% FTSE 3 Mon T-Bill 1.86% BBg US High Yield 14.32% BBg US TIPS 10.99% BBg US TIPS 5.96% FTSE 3 Mon T-Bill 1.50% BBg US High Yield 13.44% BBg US High Yield 8.19% BBg US MBS 1.51% BBg US Credit 5.63% BBg Global Aggregate 7.39% BBg US Govt/ Credit 1-3 Yr 1.60% BBg US Credit 13.80% BBg US Credit 9.35% BBg US High Yield 5.28% BBg US Govt/ Credit 1-3 Yr -3.69% BBg US Credit 8.18% FTSE 3 Mon T-Bill 5.45% BBg US Interm Govt/Credit 1.07% BBg US TIPS 4.68% BBg US Credit 6.18% BBg Municipal 1.28% BBg US Govt/Credit 9.71% BBg Global Aggregate 9.20% BBg Municipal 1.52% BBg US Interm Govt/Credit -8.23% BBg Municipal 6.40% BBg US Govt/ Credit 1-3 Yr 4.36% BBg US Treasury 0.84% BBg US Govt/Credit 3.05% BBg Municipal 5.45% BBg US MBS 0.99% BBg US Aggregate 8.72% BBg US Govt/Credit 8.93% FTSE 3 Mon T-Bill 0.05% BBg Municipal -8.53% BBg US Govt/Credit 5.72% BBg US Interm Govt/Credit 3.00% BBg US Govt/ Credit 1-3 Yr 0.65% BBg US Aggregate 2.65% BBg US Govt/Credit 4.00% BBg US Interm Govt/Credit 0.88% BBg US TIPS 8.43% BBg US Treasury 8.00% BBg US Govt/ Credit 1-3 Yr -0.47% BBg US High Yield -11.19% BBg Global Aggregate 5.72% BBg US Credit 2.03% BBg US Aggregate 0.55% BBg Global Aggregate 2.09% BBg US Aggregate 3.54% BBg US Treasury 0.86% BBg Municipal 7.54% BBg US Aggregate 7.51% BBg US MBS -1.04% BBg US MBS -11.81% BBg US Aggregate 5.53% BBg US TIPS 1.84% BBg US Govt/Credit 0.15% BBg US Interm Govt/Credit 2.08% BBg US TIPS 3.01% BBg US Aggregate 0.01% BBg US Treasury 6.86% BBg US High Yield 7.11% BBg US Credit -1.08% BBg US TIPS -11.85% FTSE 3 Mon T-Bill 5.26% BBg US Aggregate 1.25% Citi 3 Mon T-Bill 0.03% BBg US MBS 1.67% BBg US MBS 2.47% BBg US Govt/Credit -0.42% BBg Global Aggregate 6.84% BBg US Interm Govt/Credit 6.43% BBg US Interm Govt/Credit -1.44% BBg US Treasury -12.46% BBg US Interm Govt/Credit 5.24% BBg US MBS 1.20% BBg US Credit -0.77% BBg US Govt/ Credit 1-3 Yr 1.28% BBg US Treasury 2.31% BBg Global Aggregate -1.20% BBg US Interm Govt/Credit 6.80% BBg Municipals 5.21% BBg US Aggregate -1.54% BBg US Aggregate -13.01% BBg US MBS 5.05% BBg US Govt/Credit 1.18% BBg US TIPS -1.44% BBg US Treasury 1.04% BBg US Interm Govt/Credit 2.14% BBg US TIPS -1.26% BBg US MBS 6.35% BBg US MBS 3.87% BBg US Govt/Credit -1.75% BBg US Govt/Credit -13.58% BBg US Govt/ Credit 1-3 Yr 4.61% BBg Municipal 1.05% BBg Global Aggregate -3.15% Citi 3 Mon T-Bill 0.27% Citi 3 Mon T-Bill 0.84% BBg US High Yield -2.08% BBg US Govt/ Credit 1-3 Yr 4.03% BBg US Govt/ Credit 1-3 Yr 3.33% BBg US Treasury -2.32% BBg US Credit -15.26% BBg US Treasury 4.05% BBg US Treasury 0.58% BBg US High Yield -4.47% BBg Municipal 0.25% BBg US Govt/ Credit 1-3 Yr 0.84% BBg US Credit -2.11% FTSE 3 Mon T-Bill 2.25% FTSE 3 Mon T-Bill 0.58% BBg Global Aggregate -4.71% BBg Global Aggregate -16.25% BBg US TIPS 3.90% BBg Global Aggregate -1.69% Source: Morningstar Direct index returns. The information provided is for informational and educational purposes only. It is not intended as and should not be used to provide investment advice and does not address or account for individual investor circumstances. The asset class described above may not be suitable for all investors and investors should first consult with an investment advisor before investing. Past performance is not indicative of future performance. Indices are unmanaged and their returns assume reinvestment of dividends and do not reflect any fees or expenses. It is not possible to invest directly in an index. 20251017-4912642