Find A Portfolio/Ticker
Comparison Box
HYLD: High Yield ETF (ETF)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/01/2010 |
Last Dividend Date: | 11/27/2023 |
12-Mo. Yield | 12.64% |
Expenses | 1.16% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/04/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.1 | -1.9 | -50.9 | -22.5 | -12.6 | -6.8 | -3.2 | -49.2 | -11.5 | 5.4 | 3.1 | 7.2 | 0.2 | 9.0 | 17.1 | -13.0 | -13.6 | 11.9 | 14.7 | 2.7 | 0.8 |
Sharpe Ratio | NA | -20.08 | -0.73 | -0.56 | -0.4 | -0.3 | -0.17 | -0.71 | -1.41 | 1.59 | 0.13 | 1.25 | -0.18 | 1.54 | 1.92 | -1.29 | -1.35 | 2.71 | 3.32 | 0.24 | 4.04 |
Draw Down(%) | NA | 1.9 | 57.4 | 60.2 | 60.2 | 60.2 | 60.2 | 57.4 | 14.2 | 1.6 | 28.4 | 2.0 | 7.0 | 3.8 | 7.1 | 19.9 | 23.7 | 4.3 | 3.8 | 9.5 | 0.4 |
Standard Deviation(%) | NA | 4.1 | 75.7 | 43.9 | 35.5 | 25.8 | 22.8 | 75.9 | 9.1 | 3.4 | 22.4 | 4.6 | 6.1 | 5.4 | 8.8 | 10.1 | 10.1 | 4.4 | 4.4 | 11.1 | 2.4 |
Treynor Ratio | NA | -0.76 | -1.15 | -0.38 | -0.15 | -0.08 | -0.05 | -1.06 | -0.17 | 0.15 | 0.02 | 0.12 | -0.02 | 0.14 | 0.24 | -0.09 | -0.17 | 0.23 | 0.3 | 0.05 | -0.45 |
Alpha | NA | -0.22 | -0.22 | -0.08 | -0.05 | -0.03 | -0.02 | -0.21 | -0.02 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.03 | -0.05 | -0.07 | 0.04 | 0.03 | 0.0 | 0.05 |
Beta | NA | 1.09 | 0.48 | 0.63 | 0.94 | 0.92 | 0.86 | 0.51 | 0.77 | 0.35 | 1.25 | 0.46 | 0.56 | 0.6 | 0.69 | 1.42 | 0.82 | 0.51 | 0.49 | 0.54 | -0.22 |
RSquared | NA | 0.6 | 0.0 | 0.01 | 0.06 | 0.06 | 0.06 | 0.0 | 0.41 | 0.06 | 0.35 | 0.12 | 0.11 | 0.1 | 0.16 | 0.31 | 0.08 | 0.14 | 0.12 | 0.07 | 0.09 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 6.5 | 6.4 | 7.1 | 7.4 | 7.4 | 7.3 | 7.2 | 8.6 | 7.9 | 8.2 | 8.7 | 8.3 | 0.5 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -31.9 | 0.0 | -15.0 | -4.0 | -6.4 | 3.1 | 10.2 | -33.6 | -13.0 | -0.7 | -1.7 | 0.0 | 1713.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2010
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 FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (95%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (93%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (94%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) (94%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) (30%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) (29%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (98%)
- MPV (Barings Participation Investors (the Trust)) (97%)