Find A Portfolio/Ticker
Comparison Box
HYG: iShares iBoxx $ High Yield Corporate Bd (ETF)
Basic Info 75.85 0.32(0.42%) February 08
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 04/11/2007 |
| Last Dividend Date: | 02/01/2023 |
| 12-Mo. Yield | 4.08% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/06/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.2 | 4.0 | 0.5 | 2.0 | 3.8 | 3.9 | 5.2 | 4.8 | -6.3 | 4.8 | 4.5 | 14.1 | -2.0 | 6.1 | 13.4 | -5.0 | 1.9 | 5.8 | 11.1 | 6.8 | 11.9 | 28.6 | -17.6 | 1.6 |
| SR | NA | 5.84 | -0.1 | 0.14 | 0.28 | 0.39 | NA | 0.36 | -0.6 | 1.17 | 0.24 | 2.77 | -0.68 | 1.43 | 1.61 | -0.74 | 0.35 | 0.92 | 1.72 | 0.53 | 1.29 | 1.5 | -0.68 | -0.07 |
| DD(%) | NA | 1.2 | 10.4 | 22.0 | 22.0 | 22.0 | NA | 34.3 | 12.8 | 2.3 | 22.0 | 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 | 9.4 | 13.1 | 12.8 | 10.4 | 8.5 | NA | 11.7 | 12.9 | 4.1 | 17.4 | 4.6 | 4.9 | 3.8 | 8.2 | 6.8 | 5.4 | 6.2 | 6.5 | 12.6 | 9.2 | 19.0 | 27.0 | 9.0 |
| TR | NA | 0.49 | -0.01 | 0.01 | 0.02 | 0.03 | NA | 0.04 | -0.07 | 0.05 | 0.03 | 0.15 | -0.05 | 0.09 | 0.13 | -0.05 | 0.02 | 0.09 | 0.17 | 0.07 | 0.15 | 0.3 | -0.14 | -0.01 |
| Alpha(%) | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.06 | 0.01 |
| Beta(%) | NA | 1.12 | 1.15 | 1.24 | 1.18 | 1.1 | NA | 1.09 | 1.16 | 0.89 | 1.32 | 0.84 | 0.62 | 0.62 | 0.99 | 1.09 | 0.77 | 0.61 | 0.66 | 1.03 | 0.77 | 0.96 | 1.32 | 0.95 |
| RS | NA | 0.73 | 0.5 | 0.58 | 0.54 | 0.47 | NA | 0.26 | 0.49 | 0.27 | 0.65 | 0.38 | 0.21 | 0.22 | 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
- MHITX (MFS High Income A) (100%)
- VWEHX (Vanguard High-Yield Corporate Inv) (95%)
- FHYTX (Federated High-Yield Svc) (95%)
- TAHYX (Pioneer High Yield A) (95%)
- PRHYX (T. Rowe Price High-Yield) (94%)
- RYHGX (Rydex High Yield Strategy H) (94%)
- FYAIX (Access Flex High Yield Inv) (93%)
- PHYTX (Principal High Yield Inst) (93%)
- STHTX (RidgeWorth High Income I) (93%)
- PHAYX (Putnam High Yield Advantage Y) (93%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.42% (95%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.28% (94%)
- JNK (SPDR Barclays High Yield Bond ETF) 0.39% (94%)
- HYLD (AdvisorShares Peritus High Yield ETF) 0.22% (32%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.17% (31%)
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.28% (30%)
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.32% (30%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) (100%)
- DSU (BlackRock Debt Strategies) (99%)
- BLW (BlackRock Limited Duration Income) (99%)
- DHY (Credit Suisse High Yield Bond Common) (99%)
- CIK (Credit Suisse Income) (99%)
- DHF (Dreyfus High Yield Strategies) (98%)
- EAD (Wells Fargo Advantage Inc Opp) (98%)
- HYI (Western Asset High Yield Defined Opps ) (98%)
- MCI (Babson Capital Corporate Invs Common) (98%)
- MPV (Babson Cap Participation Invs) (97%)
Latest Articles Related to HYG
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
