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PHB: PowerShares Fundamental HiYld CorpBd ETF (ETF)
Basic Info 18.42 0.02(0.11%) September 25
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 11/15/2007 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 4.08% |
| Expenses | 0.50% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.0 | -4.4 | -3.3 | -1.1 | 0.5 | 0.1 | -2.4 | 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 | -0.36 | -0.26 | -0.24 | -0.04 | -0.04 | -0.2 | -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 | 22.1 | 22.1 | 22.1 | 22.1 | 24.0 | 48.8 | 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 | 17.1 | 14.7 | 9.0 | 7.8 | 7.0 | 14.5 | 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 | -0.05 | -0.03 | -0.02 | 0.0 | 0.0 | -0.03 | -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 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.03 | -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 | 1.16 | 1.15 | 1.04 | 0.97 | 0.86 | 1.05 | 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 | 0.69 | 0.69 | 0.61 | 0.54 | 0.38 | 0.15 | 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
- HYG (iShares iBoxx $ High Yield Corporate Bd) 0.18% (51%)
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- BSJK (Guggenheim BulletShrs®2020 HY CorpBd ETF) 0.04% (46%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 0.04% (20%)
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Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) 0.47% (96%)
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- DHG (DWS High Income Opportunities) 1.04% (83%)
- BLW (BlackRock Limited Duration Income) 0.34% (57%)
- CIK (Credit Suisse Income) 0.35% (50%)
- CIF (MFS Intermediate High Income) 0.87% (44%)
- EAD (Wells Fargo Advantage Inc Opp) 0.41% (36%)
- DHY (Credit Suisse High Yield Bond Common) 0.94% (29%)
- FSD (First Trust High Inc Long/Shrt Common) 0.50% (28%)
- HNW (Pioneer Diversified High Income) 0.23% (26%)
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