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PHB: PowerShares Fundamental HiYld CorpBd ETF (ETF)
Basic Info 17.63 0.14(0.79%) February 03
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/15/2007 |
| Last Dividend Date: | 01/23/2023 |
| 12-Mo. Yield | 3.32% |
| Expenses | 0.50% |
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Performance Analytics (As of 02/03/2023)
| 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(%) | 0.5 | 3.6 | 0.1 | 2.3 | 3.6 | 3.8 | 3.5 | 3.3 | -5.9 | 4.3 | 5.2 | 13.6 | -2.7 | 5.1 | 13.0 | -3.0 | 2.3 | 4.4 | 9.8 | 7.7 | 9.1 | 23.6 | -30.1 | 0.9 |
| SR | NA | 5.83 | -0.15 | 0.16 | 0.32 | 0.46 | NA | 0.21 | -0.72 | 1.29 | 0.33 | 3.87 | -1.18 | 1.49 | 2.03 | -0.56 | 0.52 | 0.78 | 2.3 | 0.88 | 0.92 | 1.0 | -0.8 | 0.56 |
| DD(%) | NA | 0.8 | 9.3 | 21.5 | 21.5 | 21.5 | NA | 44.8 | 11.7 | 1.8 | 21.5 | 1.3 | 4.7 | 1.9 | 4.2 | 7.5 | 5.3 | 6.4 | 2.9 | 6.5 | 7.9 | 26.2 | 44.3 | 2.8 |
| SD(%) | NA | 7.5 | 10.3 | 10.6 | 8.5 | 7.0 | NA | 13.5 | 10.1 | 3.3 | 14.8 | 3.1 | 3.4 | 3.0 | 6.3 | 5.5 | 4.5 | 5.6 | 4.3 | 8.7 | 9.7 | 23.6 | 38.9 | 10.8 |
| TR | NA | 0.49 | -0.02 | 0.02 | 0.03 | 0.04 | NA | 0.03 | -0.08 | 0.06 | 0.04 | 0.2 | -0.09 | 0.1 | 0.18 | -0.04 | 0.04 | 0.07 | 0.26 | 0.12 | 0.11 | 0.22 | -0.19 | 0.14 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | -0.04 | 0.04 | 0.02 |
| Beta(%) | NA | 0.89 | 0.91 | 1.05 | 0.98 | 0.9 | NA | 1.01 | 0.92 | 0.73 | 1.15 | 0.61 | 0.44 | 0.44 | 0.73 | 0.73 | 0.64 | 0.6 | 0.38 | 0.66 | 0.85 | 1.05 | 1.65 | 0.43 |
| RS | NA | 0.72 | 0.51 | 0.6 | 0.57 | 0.47 | NA | 0.17 | 0.51 | 0.27 | 0.68 | 0.42 | 0.23 | 0.18 | 0.34 | 0.28 | 0.25 | 0.12 | 0.08 | 0.16 | 0.15 | 0.08 | 0.13 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2007
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See High Yield Bond Asset Class Trend Rankings |
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Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bd) 1.05% (95%)
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- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.66% (31%)
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Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) 1.17% (100%)
- DSU (BlackRock Debt Strategies) 0.80% (99%)
- BLW (BlackRock Limited Duration Income) 0.85% (99%)
- DHY (Credit Suisse High Yield Bond Common) 1.52% (99%)
- CIK (Credit Suisse Income) 0.36% (99%)
- DHF (Dreyfus High Yield Strategies) 0.43% (98%)
- EAD (Wells Fargo Advantage Inc Opp) 0.14% (98%)
- HYI (Western Asset High Yield Defined Opps ) 0.55% (98%)
- MCI (Babson Capital Corporate Invs Common) 0.0% (98%)
- MPV (Babson Cap Participation Invs) 1.68% (97%)
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