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HYXF: iShares ESG Advanced High Yield Corporate Bond ETF (ETF)
Basic Info 44.88 0.22(0.49%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (14%) |
Start Date: | 03/17/2020 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 03/17/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 0.4 | 8.7 | 0.3 | 4.3 | 11.8 | -11.9 | 2.0 | 17.7 |
Sharpe Ratio | NA | -1.02 | 0.62 | -0.25 | 0.25 | 0.98 | -1.11 | 0.55 | 1.52 |
Draw Down(%) | NA | 2.5 | 3.9 | 16.4 | 16.4 | 5.2 | 15.7 | 2.8 | 8.8 |
Standard Deviation(%) | NA | 5.1 | 6.4 | 8.6 | 9.9 | 7.8 | 12.0 | 3.7 | 14.9 |
Treynor Ratio | NA | -0.23 | 0.12 | -0.06 | 0.07 | 0.19 | -0.35 | 0.1 | 0.59 |
Alpha | NA | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 |
Beta | NA | 0.23 | 0.33 | 0.35 | 0.36 | 0.4 | 0.38 | 0.19 | 0.38 |
RSquared | NA | 0.28 | 0.4 | 0.54 | 0.52 | 0.48 | 0.61 | 0.52 | 0.51 |
Yield(%) | N/A | 1.7 | 6.4 | 4.7 | N/A | 6.2 | 4.5 | 4.0 | 5.1 |
Dividend Growth(%) | N/A | -71.6 | 17.4 | N/A | N/A | 15.0 | 12.0 | -13.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2020
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