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SHYG: iShares 0-5 Year High Yield Corporate Bond ETF (ETF)
Basic Info 42.86 0.28(0.65%) July 01
| Asset Class: | HIGH YIELD |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/17/2013 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 7.19% |
| Expenses | 0.30% |
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Performance Analytics (As of 07/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/17/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 4.3 | 9.7 | 8.7 | 6.2 | 4.6 | 4.3 | 8.2 | 10.4 | -4.7 | 4.6 | 3.2 | 9.9 | 0.0 | 5.1 | 12.5 | -3.8 | 0.3 | 1.5 |
| Sharpe Ratio | NA | 0.81 | 1.14 | 0.86 | 0.73 | 0.48 | 0.49 | 1.32 | 1.24 | -0.66 | 1.72 | 0.2 | 2.54 | -0.39 | 1.73 | 2.26 | -0.82 | 0.09 | 3.45 |
| Draw Down(%) | NA | 4.5 | 4.5 | 6.2 | 9.4 | 19.3 | 19.3 | 1.7 | 3.1 | 9.3 | 1.6 | 19.3 | 1.5 | 5.0 | 1.6 | 4.1 | 8.0 | 5.1 | 0.5 |
| Standard Deviation(%) | NA | 6.9 | 5.3 | 6.2 | 5.9 | 6.6 | 6.2 | 3.4 | 5.5 | 9.3 | 2.7 | 14.2 | 3.3 | 3.5 | 2.6 | 5.4 | 4.6 | 3.5 | 2.2 |
| Treynor Ratio | NA | 0.22 | 0.27 | 0.19 | 0.17 | 0.11 | 0.11 | 0.26 | 0.23 | -0.2 | 0.3 | 0.09 | 0.4 | -0.08 | 0.17 | 0.39 | -0.22 | 0.02 | 0.78 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | -0.01 | 0.02 |
| Beta | NA | 0.25 | 0.22 | 0.28 | 0.26 | 0.28 | 0.27 | 0.17 | 0.29 | 0.31 | 0.15 | 0.34 | 0.21 | 0.16 | 0.26 | 0.32 | 0.17 | 0.15 | 0.1 |
| RSquared | NA | 0.78 | 0.7 | 0.61 | 0.58 | 0.59 | 0.57 | 0.41 | 0.5 | 0.64 | 0.58 | 0.67 | 0.63 | 0.63 | 0.45 | 0.58 | 0.33 | 0.23 | 0.15 |
| Yield(%) | N/A | 3.6 | 7.8 | 7.1 | 6.1 | 5.3 | N/A | 7.0 | 6.7 | 5.0 | 4.8 | 5.0 | 5.6 | 5.6 | 5.5 | 5.9 | 4.8 | 4.2 | 0.4 |
| Dividend Growth(%) | N/A | -48.1 | 18.2 | 26.5 | 2.8 | N/A | N/A | 6.8 | 21.3 | 4.0 | -5.0 | -6.8 | -5.9 | 1.5 | -1.2 | 13.9 | 9.3 | 1074.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/2013
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