I think I kind of understand a little bit of it....our economy is believed to be "stabilizing" with our interest rates starting to climb and QE not being replenished with more central bank action. This is happening while other central banks are continuing to do QE. Combine this with the strength of the dollar (comparatively speaking) and smart money going to us or emerging markets (not much F fund equivalents there) and the Bond funds are being treated just like a commodity instead of a safe-haven like it should be.
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