The RBB Fund, Inc.- US Treasury 5 Year Note ETF Price & Performance (UFIV)

The RBB Fund’s board has greenlit updates to investment objectives and strategies across its Treasury ETFs, including the US Treasury 5 Year Note ETF. The fund will now formally seek results mirroring the Bloomberg US Treasury Bellwether 5Y Total Return Index, with at least 80% of assets in index securities, enhancing transparency for investors.12

The US Treasury 5 Year Note ETF (UFIV) posted a year-to-date NAV return of 2.95% and a one-year return of 4.95% as of March 31, 2025. Despite market volatility, the fund’s performance closely tracks its benchmark, reflecting steady demand for mid-duration government bonds among investors seeking stability.31

The RBB Fund, Inc. introduced its F/m High Yield 100 ETF (ZTOP) to Nasdaq on April 15, 2025. The ETF targets the 100 largest high-yield bond issuers, broadening RBB’s product suite and offering investors new access to diversified fixed-income strategies amid evolving market conditions.4