UCON ETF Analysis: TCW Unconstrained Plus Bond | NYSE

Nontraditional Bond | NYSE, USA | Market Cap: 3.264m USD | 12M Return: 1.4% | Charts, Fundamentals & Technical Analysis

Fixed Income, Asset-Backed Securities, Mortgage-Backed Securities, Securitized Debt
Total Rating 39
Safety 53
Buy Signal -0.18
Nontraditional Bond
Category Rotation: -2.7
TER: 0.85%
AUM: 3.26B
Avg Turnover: 11.0M
Risk 3d forecast
Volatility3.19%
VaR 5th Pctl0.59%
VaR vs Median1.97%
Reward TTM
Sharpe Ratio-0.19
Rel. Str. IBD29.4
Rel. Str. Peer Group25
Character TTM
Beta0.043
Beta Downside0.000
Hurst Exponent0.567
Drawdowns 3y
Max DD2.85%
CAGR/Max DD1.86
CAGR/Mean DD10.01

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 8.1 years of data

Jan -0.2% 10
Feb -0.8% 26
Mar -1.0% 24
Apr -0.4% 10
May -0.1% 9
Jun +0.1% 0
Jul +1.1% 11
Aug +0.1% 9
Sep -0.4% 24
Oct -0.3% 27
Nov +0.1% 9
Dec +0.0% 9

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: UCON TCW Unconstrained Plus Bond

The First Trust TCW Unconstrained Plus Bond ETF (UCON) is a nontraditional bond fund that, under normal market conditions, invests at least 80% of its net assets in a portfolio of fixed income securities. The fund employs an unconstrained approach, allowing its average portfolio duration to vary between 0 and 10 years, giving it flexibility to adjust interest-rate sensitivity based on market conditions. UCON may allocate a significant portion of its assets to securitized investment products, with exposure capped at 50% of net assets in each of asset-backed securities (ABS), residential mortgage-backed securities (RMBS), and commercial mortgage-backed securities (CMBS). Launched in 2018, UCON is structured as an exchange-traded fund, combining the active management style of an unconstrained bond strategy with the intraday liquidity and transparency of the ETF wrapper, and it is classified within the nontraditional bond category, which typically includes funds that deviate from standard bond index benchmarks.

Headlines to Watch Out For
  • Fed rate cuts compress yields across unconstrained bond portfolio
  • Mortgage-backed securities spreads widen on housing market stress
  • Credit risk premiums expand amid recession expectations
What is the price of UCON shares?

As of July 28, 2026, the stock is trading at USD 24.57 with a total of 1,049,513 shares traded. Over the past week, the price has changed by -0.26%, over one month by -1.06%, over three months by -0.22% and over the past year by +1.42%.

Current recommended Stop Loss: 24.40 (which is 0.7% or 1.4 ATR below the current price).

Is UCON a buy, sell or hold?

TCW Unconstrained Plus Bond has no consensus analysts rating.