FLRN ETF Analysis: Bloomberg Investment Grade | NYSE

Ultrashort Bond | NYSE, USA | Market Cap: 3.071m USD | 12M Return: 4.5% | Charts, Fundamentals & Technical Analysis

Investment Grade, Floating Rate, Ultrashort Bond, Dollar-Denominated
Total Rating 56
Safety 50
Buy Signal -0.08
Ultrashort Bond
Category Rotation: -0.9
TER: 0.15%
AUM: 3.07B
Avg Turnover: 38.4M
Risk 3d forecast
Volatility0.94%
VaR 5th Pctl0.17%
VaR vs Median3.03%
Reward TTM
Sharpe Ratio0.27
Rel. Str. IBD36.6
Rel. Str. Peer Group85.9
Character TTM
Beta0.015
Beta Downside-0.016
Hurst Exponent0.267
Drawdowns 3y
Max DD1.43%
CAGR/Max DD3.87
CAGR/Mean DD243.91

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 12
Feb -0.1% 30
Mar -0.2% 46
Apr +0.1% 25
May +0.0% 15
Jun -0.0% 29
Jul -0.0% 11
Aug -0.0% 23
Sep +0.1% 23
Oct -0.1% 37
Nov -0.1% 41
Dec -0.0% 17

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FLRN Bloomberg Investment Grade

The SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) is a passively managed fund that invests at least 80% of its total assets in securities that make up its underlying index, as well as securities with substantially identical economic characteristics. The index tracks the performance of U.S. dollar-denominated, investment grade floating rate notes, meaning the fund focuses on debt instruments with credit ratings of BBB-/Baa3 or higher whose coupon payments periodically adjust to reflect changes in a reference interest rate.

As an ultrashort bond ETF, FLRN is designed to offer investors short-duration exposure to corporate and government floating-rate debt, typically resulting in lower interest rate sensitivity compared to longer-duration fixed income products. Floating rate notes pass interest rate risk to investors through periodic coupon resets, which can help mitigate mark-to-market losses in rising rate environments.

Headlines to Watch Out For
  • Fed rate cuts compress floating rate coupon resets
  • Investment grade credit spreads widen on recession fears
  • AUM outflows accelerate amid ultrashort bond ETF competition
What is the price of FLRN shares?

As of July 28, 2026, the stock is trading at USD 30.84 with a total of 1,123,769 shares traded. Over the past week, the price has changed by +0.10%, over one month by +0.28%, over three months by +1.10% and over the past year by +4.52%.

Current recommended Stop Loss: 30.70 (which is 0.5% or 4.7 ATR below the current price).

Is FLRN a buy, sell or hold?

Bloomberg Investment Grade has no consensus analysts rating.