High Yield Bonds
Performance Analytics (From 11/12/2001 To 03/20/2023)
Not up-to-date? Try| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 2.1 | 1.9 | 8.7 | 4.1 | 4.4 | 6.1 | 5.4 | -6.1 | 4.5 | 5.4 | 15.9 | -2.9 | 7.2 | 11.3 | -1.3 | 4.7 | 4.6 | 14.5 | 7.3 | 11.8 | 39.3 | -21.2 | 2.2 | 8.4 | 2.9 | 8.6 | 13.4 | -6.5 | -0.8 |
| SR | NA | 0.31 | -0.11 | 0.77 | 0.45 | 0.68 | NA | 0.88 | -0.96 | 1.8 | 0.48 | 4.29 | -1.14 | 2.26 | 2.2 | -0.34 | 1.35 | 1.43 | 4.63 | 1.36 | 2.64 | 6.33 | -2.47 | -0.2 | 1.96 | 0.25 | 2.4 | 4.06 | -2.01 | -2.36 |
| DD(%) | NA | 4.5 | 8.1 | 11.9 | 19.7 | 19.7 | NA | 30.1 | 11.9 | 2.0 | 19.7 | 1.4 | 5.4 | 2.4 | 4.3 | 6.0 | 3.8 | 5.6 | 2.3 | 7.1 | 4.8 | 8.0 | 30.0 | 6.9 | 1.8 | 4.3 | 4.1 | 3.9 | 13.1 | 2.0 |
| SD(%) | NA | 7.6 | 8.2 | 7.2 | 6.6 | 5.4 | NA | 5.0 | 7.9 | 2.5 | 10.7 | 3.4 | 3.7 | 2.9 | 5.0 | 4.0 | 3.5 | 3.2 | 3.2 | 5.3 | 4.4 | 6.2 | 8.9 | 4.1 | 2.6 | 3.0 | 3.2 | 3.1 | 3.8 | 3.1 |
| TR | NA | 0.02 | -0.01 | 0.05 | 0.03 | 0.04 | NA | 0.05 | -0.07 | 0.04 | 0.05 | 0.15 | -0.04 | 0.07 | 0.11 | -0.01 | 0.05 | 0.05 | 0.14 | 0.07 | 0.12 | 0.39 | -0.22 | -0.01 | 0.05 | 0.01 | 0.08 | 0.15 | -0.11 | -0.14 |
| Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.04 |
| Beta(%) | NA | 0.95 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 0.98 | 1.01 | 1.01 | 1.0 | 1.0 | 1.0 | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 1.01 | 1.01 | 1.01 | 0.88 | 0.7 | 0.52 |
| RS | NA | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | NA | 0.98 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.89 | 0.74 | 0.65 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
Compare with other asset classes >>
Top Rated Funds
Best Mutual Funds
- MHITX (MFS High Income A) (100%)
- VWEHX (Vanguard High-Yield Corporate Inv) (95%)
- FHYTX (Federated High-Yield Svc) (95%)
- TAHYX (Pioneer High Yield A) (95%)
- PRHYX (T. Rowe Price High-Yield) (94%)
- RYHGX (Rydex High Yield Strategy H) (94%)
- FYAIX (Access Flex High Yield Inv) (93%)
- PHYTX (Principal High Yield Inst) (93%)
- STHTX (RidgeWorth High Income I) (93%)
- PHAYX (Putnam High Yield Advantage Y) (93%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bd) (95%)
- PHB (PowerShares Fundamental HiYld CorpBd ETF) (94%)
- JNK (SPDR Barclays High Yield Bond ETF) (94%)
- HYLD (AdvisorShares Peritus High Yield ETF) (32%)
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) (32%)
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) (31%)
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) (30%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield VI) (100%)
- DSU (BlackRock Debt Strategies) (99%)
- BLW (BlackRock Limited Duration Income) (99%)
- DHY (Credit Suisse High Yield Bond Common) (99%)
- CIK (Credit Suisse Income) (99%)
- DHF (Dreyfus High Yield Strategies) (98%)
- EAD (Wells Fargo Advantage Inc Opp) (98%)
- HYI (Western Asset High Yield Defined Opps ) (98%)
- MCI (Babson Capital Corporate Invs Common) (98%)
- MPV (Babson Cap Participation Invs) (97%)
Best Mutual Funds
- DSICX (Diamond Hill Strategic Income C) 600%
- PIHBX (PNC High Yield Bond I) 463%
- HYOAX (Henderson High Yield Opportunities A) 369%
- SHNAX (SunAmerica High Yield Bond A) 359%
- CYBYX (Calvert High Yield Bond Y) 352%
- PXHRX (Pax World High Yield Bond R) 343%
- PHCCX (Virtus High-Yield B) 328%
- CITBX (American Funds American Hi Inc Tr 529B) 316%
- PYHPX (Principal High Yield P) 298%
- FANSX (Nuveen High Income Bond R3) 297%
Best ETFs
- BSJJ (Guggenheim BulletShrs®2019 HY CorpBd ETF) 214%
- QLTB (iShares Baa - Ba Rated Corporate Bond) 150%
- QLTC (iShares B - Ca Rated Corporate Bond) 70%
- HYLD (AdvisorShares Peritus High Yield ETF) 38%
- SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 16%
- BSJF (Guggenheim BulletShrs2015 HY CorpBd ETF) 11%
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 7%
- JNK (SPDR Barclays High Yield Bond ETF) -22%
- BSJK (Guggenheim BulletShrs®2020 HY CorpBd ETF) -23%
- HYG (iShares iBoxx $ High Yield Corporate Bd) -24%
Best Closed End Funds
- PHF (Pacholder High Yield) 192%
- KHI (DWS High Income) 188%
- MHY (Western Asset Managed High Inc Common) 150%
- HHY (Helios High Yield Fund) 94%
- MCI (Babson Capital Corporate Invs Common) 40%
- MPV (Babson Cap Participation Invs) 37%
- DHG (DWS High Income Opportunities) 36%
- DSU (BlackRock Debt Strategies) 21%
- BLW (BlackRock Limited Duration Income) 15%
- KST (Dws Strategic Income) 10%
Best Mutual Funds
- JYHIX (JHancock Focused High Yield I) 8%
- JHHBX (JHancock High-Yield A) 7%
- MPHAX (MassMutual Premier High Yield A) 7%
- SHOIX (American Beacon SiM High Yld Opps Instl) 7%
- NEFHX (Loomis Sayles High Income A) 7%
- PHSIX (PIMCO High Yield Spectrum Instl) 7%
- DPHYX (Delaware Pooled High-Yield Bond) 7%
- PHYTX (Principal High Yield Inst) 7%
- MYHIX (MainStay High Yield Opportunities I) 7%
- TFCIX (Third Avenue Focused Credit Instl) 7%
Best ETFs
- JNK (SPDR Barclays High Yield Bond ETF) 5%
- HYG (iShares iBoxx $ High Yield Corporate Bd) 5%
- PHB (PowerShares Fundamental HiYld CorpBd ETF) 5%
- HYLD (AdvisorShares Peritus High Yield ETF) 4%
- HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 4%
- BSJF (Guggenheim BulletShrs2015 HY CorpBd ETF) 4%
- ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 3%
- QLTC (iShares B - Ca Rated Corporate Bond) 2%
- BSJI (Guggenheim BulletShrs 2018 HY Corp Bd) 2%
- BSJH (Guggenheim BulletShrs 2017 HY Corp Bd) 2%
Best Closed End Funds
- HHY (Helios High Yield Fund) 9%
- BLW (BlackRock Limited Duration Income) 8%
- VLT (Invesco Van Kampen High Income II) 8%
- MHY (Western Asset Managed High Inc Common) 7%
- HNW (Pioneer Diversified High Income) 7%
- HIO (Western Asset High Income Opportunity) 7%
- DSU (BlackRock Debt Strategies) 6%
- CIK (Credit Suisse Income) 6%
- FHY (First Trust Strategic High Income II) 6%
- DHY (Credit Suisse High Yield Bond Common) 6%
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