Financial Advice for Retirement, Social Security, IRAs and Estate Planning

ETFs And Rising Interest Rates

October 9, 2018

CNBC analyzed the performance of ETFs during the recent rising in interest rates. It wanted to discover which funds had the highest returns when rates were rising. The results don’t seem to have much to do with interest rates.

But not all ETFs see the same historical success in a rising interest rate environment. The United States Natural Gas Fund falls 5.4 percent on average during 30-day periods of rising rates, according to Kensho. Two gold-focused ETFs – VanEck Vectors Junior Gold Miners and VanEck Vectors Gold Miners – also underperform for the following 30 days, each down 4.9 percent on average.

 

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