Find A Portfolio/Ticker
Comparison Box
PHB: PowerShares Fundamental HiYld CorpBd ETF (ETF)
Basic Info 19.38 0(0.0%) October 22
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/15/2007 |
| Last Dividend Date: | 10/18/2021 |
| 12-Mo. Yield | 3.41% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 3.0 | 7.4 | 6.3 | 4.7 | 5.3 | 3.7 | 5.2 | 9.0 | -6.8 | 0.9 | 7.7 | -7.2 | -2.0 | -0.3 | 4.2 | 1.5 | 1.0 | 12.4 | -36.5 | -0.0 |
| SR | NA | 1.13 | 1.97 | 0.63 | 0.55 | 0.76 | 0.24 | 0.33 | -4.14 | -7.73 | -5.81 | -4.08 | -4.63 | -4.5 | -3.24 | -3.17 | -1.92 | -1.76 | -0.26 | -1.43 | -4.37 |
| DD(%) | NA | 1.7 | 1.7 | 21.5 | 21.5 | 21.5 | 44.8 | 21.5 | 1.8 | 8.1 | 2.0 | 4.6 | 10.2 | 7.1 | 7.1 | 3.3 | 8.1 | 9.5 | 27.4 | 47.7 | 3.7 |
| SD(%) | NA | 3.3 | 3.8 | 9.0 | 7.3 | 6.4 | 13.8 | 14.8 | 3.4 | 3.7 | 3.2 | 6.5 | 5.6 | 4.6 | 5.8 | 4.6 | 8.8 | 10.0 | 23.7 | 39.1 | 10.5 |
| TR | NA | 0.06 | 0.1 | 0.05 | 0.04 | 0.06 | 0.03 | 0.04 | -0.24 | -0.61 | -0.43 | -0.35 | -0.36 | -0.3 | -0.31 | -0.35 | -0.26 | -0.2 | -0.06 | -0.33 | -1.05 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 | -0.06 | -0.67 | -0.29 | -0.5 | -0.04 | -0.52 | -0.05 | -0.03 | -0.11 | -0.08 | 0.06 | -0.09 |
| Beta(%) | NA | 0.65 | 0.75 | 1.05 | 0.98 | 0.88 | 1.03 | 1.15 | 0.61 | 0.47 | 0.43 | 0.74 | 0.72 | 0.69 | 0.6 | 0.41 | 0.65 | 0.9 | 1.06 | 1.67 | 0.44 |
| RS | NA | 0.2 | 0.28 | 0.62 | 0.55 | 0.43 | 0.15 | 0.68 | 0.35 | 0.22 | 0.15 | 0.33 | 0.26 | 0.27 | 0.11 | 0.08 | 0.15 | 0.16 | 0.08 | 0.14 | 0.05 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2007
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) 0.29% (100%)
- VWEHX (Vanguard High-Yield Corporate Inv) 0.0% (95%)
- FHYTX (Federated High-Yield Svc) 0.14% (95%)
- TAHYX (Pioneer High Yield A) 0.21% (95%)
- PRHYX (T. Rowe Price High-Yield) 0.15% (94%)
- RYHGX (Rydex High Yield Strategy H) 0.14% (94%)
- FYAIX (Access Flex High Yield Inv) 0.12% (93%)
- PHYTX (Principal High Yield Inst) 0.14% (93%)
- STHTX (RidgeWorth High Income I) 0.15% (93%)
- PHAYX (Putnam High Yield Advantage Y) 0.0% (93%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.24% (95%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.0% (94%)
- JNK (SPDR Barclays High Yield Bond ETF) 0.22% (94%)
- HYLD (AdvisorShares Peritus High Yield ETF) 0.09% (31%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.19% (31%)
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.07% (30%)
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.18% (30%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) 0.58% (100%)
- DSU (BlackRock Debt Strategies) 0.17% (99%)
- BLW (BlackRock Limited Duration Income) 0.17% (99%)
- DHY (Credit Suisse High Yield Bond Common) 0.0% (99%)
- CIK (Credit Suisse Income) 0.88% (99%)
- DHF (Dreyfus High Yield Strategies) 0.30% (98%)
- EAD (Wells Fargo Advantage Inc Opp) 0.34% (98%)
- HYI (Western Asset High Yield Defined Opps ) 0.57% (98%)
- MCI (Babson Capital Corporate Invs Common) 0.13% (98%)
- MPV (Babson Cap Participation Invs) 0.07% (97%)
Latest Articles Related to PHB
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