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HYXE: iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF (ETF)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/17/2016 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 5.44% |
Expenses | - |
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Performance Analytics (As of 01/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 06/17/2016 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 0.4 | 8.5 | 0.6 | 3.4 | 4.2 | 13.0 | -11.9 | 2.0 | 5.7 | 14.9 | -0.3 | 6.5 | 5.3 |
Sharpe Ratio | NA | 0.27 | 0.55 | -0.16 | 0.19 | 0.34 | 1.12 | -1.11 | 0.54 | 0.32 | 2.82 | -0.36 | 1.71 | 1.56 |
Draw Down(%) | NA | 1.2 | 5.2 | 16.4 | 18.7 | 18.7 | 5.2 | 15.7 | 2.8 | 18.7 | 1.2 | 5.1 | 1.9 | 2.6 |
Standard Deviation(%) | NA | 6.3 | 7.6 | 8.6 | 10.2 | 8.8 | 7.9 | 12.0 | 3.8 | 16.9 | 4.8 | 4.3 | 3.5 | 6.2 |
Treynor Ratio | NA | 0.05 | 0.1 | -0.04 | 0.05 | 0.09 | 0.22 | -0.36 | 0.1 | 0.14 | 0.68 | -0.19 | 0.68 | 1.01 |
Alpha | NA | -0.04 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.03 | 0.0 | 0.02 | 0.03 |
Beta | NA | 0.36 | 0.41 | 0.35 | 0.36 | 0.32 | 0.41 | 0.37 | 0.19 | 0.39 | 0.2 | 0.08 | 0.09 | 0.1 |
RSquared | NA | 0.39 | 0.49 | 0.54 | 0.59 | 0.49 | 0.49 | 0.61 | 0.52 | 0.66 | 0.27 | 0.1 | 0.03 | 0.03 |
Yield(%) | N/A | 0.0 | 6.0 | 4.5 | 4.9 | N/A | 6.2 | 4.5 | 4.0 | 4.6 | 5.8 | 5.8 | 5.9 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | 15.0 | -13.0 | N/A | N/A | 15.0 | 12.0 | -14.0 | -12.6 | -6.4 | -1.0 | 88.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2016
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