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PHB: PowerShares Fundamental HiYld CorpBd ETF (ETF)
Basic Info 19.44 0.05(0.26%) April 16
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 11/15/2007 |
| Last Dividend Date: | 03/22/2021 |
| 12-Mo. Yield | 3.92% |
| Expenses | 0.50% |
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Performance Analytics (As of 04/16/2021)
| 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(%) | -0.0 | 0.9 | 14.8 | 5.7 | 6.0 | 5.1 | 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 | 0.81 | 2.19 | 0.53 | 0.7 | 0.68 | 0.23 | 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 | 3.2 | 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 | 4.1 | 6.7 | 9.0 | 7.4 | 6.8 | 14.1 | 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 | 0.04 | 0.14 | 0.05 | 0.05 | 0.05 | 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 | 0.91 | 1.03 | 1.04 | 0.97 | 0.86 | 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 | 0.29 | 0.48 | 0.61 | 0.55 | 0.39 | 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
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See High Yield Bond Asset Class Trend Rankings |
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Best ETFs
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.06% (93%)
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- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.15% (44%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.26% (32%)
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- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.21% (30%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.10% (22%)
Best Closed End Funds
- CIK (Credit Suisse Income) 0.58% (99%)
- NHS (Neuberger Berman High Yield Strategies) 0.78% (98%)
- HYI (Western Asset High Yield Defined Opps ) 0.26% (93%)
- HYT (BlackRock Corporate High Yield VI) 0.17% (90%)
- EAD (Wells Fargo Advantage Inc Opp) 0.35% (85%)
- BLW (BlackRock Limited Duration Income) 0.18% (85%)
- HYB (New America High-Income) 0.43% (83%)
- HIO (Western Asset High Income Opportunity) 0.39% (81%)
- PHT (Pioneer High Income) 2.45% (74%)
- HNW (Pioneer Diversified High Income) 0.73% (71%)
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