What is the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?

The SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF is a index-based fund in the US Government Bonds asset class, managed by State Street Investment Management. US short-medium maturity government bonds. Passive tracker on Bloomberg US 3-7 Year Treasury Bond Index. Highly concentrated due to nature of market segment.

What is the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF's FairHorizon classification?

Das Family Office classifies this fund as FairHorizon Blue, meaning it is suitable for investors with a 2–4 years investment horizon. conservative bond-heavy allocation

What is the total expense ratio (TER) of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?

The SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF has a total expense ratio of 0.05% per annum. The maximum recommended portfolio share is 50%.

What is the ISIN of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?

The ISIN of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF share class tracked by Das Family Office is IE00BYSZ5R67.

What are the historical returns of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?

As of the most recent month-end, the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF has delivered 3-year annualised total return of 3.33%, 5-year annualised total return of 0.44%, 10-year annualised total return of 1.33%. Past performance is not indicative of future results.

Is the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF accumulating or distributing?

The tracked share class (USD INC) is Distributing — income is paid out to investors on a periodic basis.

FairHorizon Blue

B6-I

SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF

Q: When was the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF launched?

The SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF was incepted on 2016-02-17.

US short-medium maturity government bonds. Passive tracker on Bloomberg US 3-7 Year Treasury Bond Index. Highly concentrated due to nature of market segment.

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About the Fund

Data as of April 30th 2026

State Street Investment Management is the highly successful investment management arm of State Street, a US based global financial firm, and manages over US$5tn worth of assets. It is best known for inventing the exchange-traded fund (ETF) vehicle with the introduction of the SPDR S&P 500 ETF in 1993.

The SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF is a passive index solution that tracks the Bloomberg US 3-7 Year Treasury Bond Index using a representative/stratified sampling approach. The index includes USD fixed rate US treasury bonds with >=3 year and <7 year maturities. The ETF has a very low number of ~90 holdings similar to the index given the nature of the market segment.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+

Expected long-term return: 2 - 4% p.a.
Expected volatility: 3 - 5% p.a.

Building Block Returns

SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF

Ann. return (3-year):: 3.33%
Ann. return (5-year):: 0.44%
Ann. return (10-year):: 1.33%
Ann. Standard Deviation (5-year):: 4.58%

This ETF represents passive exposure to the short-mid maturity (3-7 year) US government bond market segment that appeal to investors who want to target a specific bond maturity range.

Benchmark Returns

SPDR Bloomberg U.S. Treasury Bond UCITS ETF

Ann. return (3-year):: 2.40%
Ann. return (5-year):: -0.35%
Ann. return (10-year):: 0.96%
Ann. Standard Deviation (5-year):: 5.44%

Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. return (3-year):: 7.18%
Ann. return (5-year):: 3.55%
Ann. return (10-year):: —
Ann. Standard Deviation (5-year):: 4.10%

Link to the Funds FairSheet

The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.

Why we prefer this fund

Relevance of strategy

This ETF represents passive exposure to the short-mid maturity (3-7 year) US government bond market segment that appeal to investors who want to target a specific bond maturity range.

Liquidity

The ETF is listed on multiple Europe exchanges in various currencies.

Historical maximum drawdown & recovery time

Max drawdown (since inception): -14.35%
Recovery Period: 1131 Days

Diversification

Credit Rating

Aa92.09%
Others7.91%

Sectors

Treasury99.91%
Others0.09%

Geography

U.S.A.99.91%
Others0.09%

Frequently asked questions

What is the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?: The SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF is a index-based fund in the US Government Bonds asset class, managed by State Street Investment Management. US short-medium maturity government bonds. Passive tracker on Bloomberg US 3-7 Year Treasury Bond Index. Highly concentrated due to nature of market segment.
What is the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF's FairHorizon classification?: Das Family Office classifies this fund as FairHorizon Blue, meaning it is suitable for investors with a 2–4 years investment horizon. conservative bond-heavy allocation
What is the total expense ratio (TER) of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?: The SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF has a total expense ratio of 0.05% per annum. The maximum recommended portfolio share is 50%.
What is the ISIN of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?: The ISIN of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF share class tracked by Das Family Office is IE00BYSZ5R67.
What are the historical returns of the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF?: As of the most recent month-end, the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF has delivered 3-year annualised total return of 3.33%, 5-year annualised total return of 0.44%, 10-year annualised total return of 1.33%. Past performance is not indicative of future results.
Is the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF accumulating or distributing?: The tracked share class (USD INC) is Distributing — income is paid out to investors on a periodic basis.
When was the SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF launched?: The SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF was incepted on 2016-02-17.