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SJLD
+0.02 · +0.09%
$25.36 · NASDAQ

SanJac Alpha Low Duration ETF (SJLD) ETF Analysis | Short-Term Bond

SanJac · USA
AUM:$2.6M
#– of – in Short-Term Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.2% over the past year, showing positive momentum.

What is SJLD?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by principally investing in short-term, investment-grade debt instruments. It seeks to typically maintain an average portfolio duration of less than two years.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
SJLD returned 5.2% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 9.9% of the ETF — exposure spread across many positions.
Notable Dividend Yield
Current yield of 3.73% provides a meaningful income component alongside market exposure.
ETF Information
AUM$2.6M
Expense Ratio0.00%
Dividend Yield3.73%
Holdings3
Inception DateSept 2024
Domicile–
Distribution–
Index–
ProviderSanJac
Beta–
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.1%
1Y
+2.2%
3Y
+7.3%
5Y
+7.3%
OpenBook InsightIf you had invested £10,000 in SJLD 5 years ago, it would have grown to £10,726 — a gain of £726.

Annual Returns

Calendar year performance

SJLD delivered positive returns in 3 of the last 3 calendar years.
YearSJLD
2026 YTD+1.0%
2025+5.3%
2024+0.9%
CAGR 2yr+3.1%
3/3 positive yearsAvg return: +2.4%Worst year: +0.9% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
0.8%
Low
Momentum
+0.3%
30-day change
Support Level
25.23
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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