Active U.S. Bond Quarterly Report | March 2026

Active U.S. Bond ETF Manager Review

The Performance Trust Total Return Bond UCITS ETF (the “Fund”) returned 0.06% during the quarter.[1] For comparison – since the fund is an active product there is no index by which comparisons can be drawn and so comparable products are being used, the US Flexible Bond Category (the “Category”) returned -0.73% and the Bloomberg US Aggregate Bond Index (the “Index”) returned -0.05%.[2]

During the quarter, U.S. Treasuries were impacted by the upward move in rates, particularly at the long-end of the curve, which is relevant given the Fund’s preference for the 15 to 20-year spot on the curve. IG Corporates (Non-Banks), HY Corporates, and Collateralized Loan Obligations (CLOs) experienced spread widening over the period.

The Fund maintained exposure to Taxable Municipals, Non-Agency Residential Mortgage-Backed Securities (RMBS), IG (Banks), and Commercial Mortgage-Backed Securities (CMBS). Non-Agency RMBS and CMBS benefited from their shorter profiles and therefore lower sensitivity to rate and spread volatility, alongside coupon income relative to duration-equivalent Treasuries. IG (Banks) were also resilient during the quarter and experienced modest spread widening and positive total returns. Taxable Municipals also saw much less pronounced spread widening compared to corporate bonds, despite generally longer structures.

Macro Outlook

Treasury yields were higher across the curve in the first quarter of 2026, driven primarily by concerns around inflation amid the U.S.-Israel war with Iran and a surge in oil prices.[3] The 2-year Treasury yield rose 32 basis points (bps), while the 10-year Treasury rose 15 bps, and the 30-year Treasury rose 7 bps. This type of yield curve shift is often referred to as a bear flattener.[4]

During the first quarter of 2026 most fixed income sectors experiencing spread widening. Investment-Grade (IG) Corporate spreads widened modestly (11 bps) during the quarter while High-Yield (HY) Corporate spreads widened 51 bps. Agency Mortgage-Backed Securities (Agency MBS) ended the quarter with spreads slightly wider (2 bps) despite experiencing greater spread volatility throughout the quarter.[5]

Past performance is not indicative of future performance. When you invest you capital is at risk. All data as of 31/03/2026.

U.S. Bond ETF Performance
As of 31.08.2026

PTAM (Fund)
1M0.67%
3M0.20%
6M-0.69%
YTD1.23%
12M3.76%
3Y-
Since Inception (09/10/2024)8.12%


Please note that all performance figures are showing net data
. Source: Bloomberg / HANetf. Data as of 31.08.2026

Past performance for the index is in USD. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product. Investors should read the prospectus of the Issuer (“Prospectus”) before investing and should refer to the section of the Prospectus entitled ‘Risk Factors’ for further details of risks associated with an investment in this product. When you invest in ETFs and ETCs, your capital is at risk.

[1] Source: HANetf, Bloomberg. Data as of 31.03.2026

[2] Source: PT Asset Management, Bloomberg. Data as of 31.03.2026

[3] https://www.eurex.com/ex-de/ressourcen/news/q1-2026-market-review-long-term-interest-rates-5091732

[4] Source: PT Asset Management, Bloomberg. Data as of 31.03.2026

[5] Source: PT Asset Management, Bloomberg. Data as of 31.03.2026

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