Find A Portfolio/Ticker
Comparison Box
HYG: iShares iBoxx $ High Yield Corporate Bd (ETF)
Basic Info 82.95 0.15(0.18%) September 25
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 04/11/2007 |
| Last Dividend Date: | 09/01/2020 |
| 12-Mo. Yield | 5.08% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/24/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.6 | -2.4 | 0.1 | 3.2 | 5.1 | 5.1 | 4.8 | 14.6 | -2.0 | 4.0 | 13.4 | -5.0 | 1.9 | 5.8 | 11.1 | 6.8 | 11.9 | 28.6 | -17.6 | 1.6 |
| SR | NA | -0.07 | 0.05 | 0.26 | 0.41 | 0.56 | 0.37 | 2.86 | -0.68 | 0.83 | 1.6 | -0.74 | 0.35 | 0.92 | 1.72 | 0.53 | 1.28 | 1.5 | -0.68 | -0.07 |
| DD(%) | NA | 22.0 | 22.0 | 22.0 | 22.0 | 22.0 | 34.3 | 2.0 | 6.4 | 2.4 | 5.7 | 10.6 | 6.4 | 7.0 | 4.5 | 10.0 | 7.1 | 21.4 | 34.2 | 8.4 |
| SD(%) | NA | 20.2 | 17.1 | 10.6 | 9.5 | 8.6 | 12.1 | 4.6 | 4.9 | 4.0 | 8.2 | 6.8 | 5.4 | 6.2 | 6.5 | 12.6 | 9.2 | 19.0 | 27.0 | 9.0 |
| TR | NA | -0.01 | 0.01 | 0.02 | 0.03 | 0.04 | 0.04 | 0.16 | -0.05 | 0.05 | 0.13 | -0.05 | 0.02 | 0.09 | 0.17 | 0.07 | 0.15 | 0.3 | -0.14 | -0.01 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.06 | 0.01 |
| Beta(%) | NA | 1.33 | 1.32 | 1.21 | 1.16 | 1.07 | 1.09 | 0.84 | 0.62 | 0.62 | 0.99 | 1.09 | 0.77 | 0.62 | 0.66 | 1.03 | 0.78 | 0.96 | 1.33 | 0.96 |
| RS | NA | 0.66 | 0.65 | 0.58 | 0.53 | 0.38 | 0.24 | 0.38 | 0.22 | 0.19 | 0.36 | 0.4 | 0.25 | 0.1 | 0.1 | 0.19 | 0.14 | 0.1 | 0.19 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- RSHRX (Columbia High Yield Bond R5) 0.0% (100%)
- DSIYX (Diamond Hill Strategic Income Y) 0.0% (99%)
- TGHYX (TCW High-Yield Bond I) 0.0% (98%)
- MWHIX (Metropolitan West High Yield Bond I) 0.10% (98%)
- RGHYX (RBC BlueBay Global High Yield Bd I) 0.0% (98%)
- RSYYX (RS High Yield Y) 0.16% (98%)
- WTLTX (Westcore Flexible Income) 0.0% (97%)
- PHYZX (Prudential High-Yield Z) 0.19% (96%)
- WILTX (Westcore Flexible Income Institutional) 0.0% (96%)
- ECHIX (Eaton Vance High Income Opportunities C) 0.0% (95%)
Best ETFs
- BSJJ (Guggenheim BulletShrs®2019 HY CorpBd ETF) (52%)
- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.18% (47%)
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.04% (44%)
- BSJK (Guggenheim BulletShrs®2020 HY CorpBd ETF) 0.04% (37%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.04% (18%)
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.07% (8%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.11% (6%)
- JNK (SPDR Barclays High Yield Bond ETF) 0.10% (2%)
- HYLD (AdvisorShares Peritus High Yield ETF) 1.53% (0%)
Best Closed End Funds
- HIO (Western Asset High Income Opportunity) 0.41% (96%)
- HYT (BlackRock Corporate High Yield VI) 0.47% (96%)
- DHG (DWS High Income Opportunities) 1.04% (82%)
- BLW (BlackRock Limited Duration Income) 0.34% (74%)
- EAD (Wells Fargo Advantage Inc Opp) 0.41% (52%)
- CIK (Credit Suisse Income) 0.35% (50%)
- CIF (MFS Intermediate High Income) 0.87% (47%)
- FSD (First Trust High Inc Long/Shrt Common) 0.50% (39%)
- DHY (Credit Suisse High Yield Bond Common) 0.94% (31%)
- HNW (Pioneer Diversified High Income) 0.23% (29%)
Latest Articles Related to HYG
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments