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STBF
+0.05 · +0.20%
$25.42 · BATS

Performance Trust Short Term Bond ETF (STBF) ETF Analysis | Short-Term Bond

Performance Trust Asset Management · USA
AUM:$39.2M
#– 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 6.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.66% — moderate cost. Consider how fees compound over long holding periods.

What is STBF?

The fund seeks to achieve its investment objective by active allocation in investment and non-investment grade quality fixed-income securities markets. Under normal circumstances, the fund will invest at least 80% of its net assets in fixed-income securities or derivatives and other instruments that have economic characteristics similar to such securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
STBF returned 6.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.66%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 8.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$39.2M
Expense Ratio0.66%
Dividend Yield5.03%
Holdings1
Inception DateApr 2024
Domicile–
Distribution–
Index–
ProviderPerformance Trust Asset Management
Beta–
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.8%
1Y
+2.5%
3Y
+11.5%
5Y
+11.5%
OpenBook InsightIf you had invested £10,000 in STBF 5 years ago, it would have grown to £11,151 — a gain of £1,151.

Annual Returns

Calendar year performance

STBF delivered positive returns in 3 of the last 3 calendar years.
YearSTBF
2026 YTD+0.3%
2025+6.3%
2024+4.6%
CAGR 2yr+5.5%
3/3 positive yearsAvg return: +3.7%Worst year: +0.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
1.6%
Low
Momentum
0.0%
30-day change
Support Level
25.18
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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