High Yield Bonds
Performance Analytics (From 11/13/2001 To 05/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/13/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 0.2 | 5.8 | 6.4 | 4.8 | 4.4 | 5.9 | 5.7 | 5.3 | 6.4 | 11.8 | -9.0 | 3.8 | 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 |
| Sharpe Ratio | NA | -0.38 | -0.09 | 0.35 | 0.51 | 0.5 | NA | NA | 0.83 | -0.06 | 1.34 | -1.38 | 1.59 | 0.48 | 4.29 | -1.14 | 2.26 | 2.21 | -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 |
| Draw Down(%) | NA | 3.3 | 3.3 | 8.1 | 13.8 | 19.7 | NA | NA | 30.1 | 1.9 | 4.5 | 13.8 | 2.1 | 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 |
| Standard Deviation(%) | NA | 3.8 | 3.3 | 5.6 | 5.0 | 5.5 | NA | NA | 4.9 | 3.3 | 5.7 | 7.5 | 2.4 | 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 |
| Treynor Ratio | NA | -0.01 | 0.0 | 0.02 | 0.03 | 0.03 | NA | NA | 0.04 | 0.0 | 0.08 | -0.1 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.0 | 0.0 | -0.03 | -0.04 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 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 | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.01 | 1.01 | 1.0 | 0.88 | 0.69 | 0.52 |
| RSquared | NA | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | NA | NA | 0.98 | 0.97 | 1.0 | 1.0 | 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 |
| Yield(%) | N/A | 0.0 | 4.2 | 5.3 | 4.8 | 5.0 | 6.0 | 5.7 | N/A | 6.2 | 6.1 | 4.5 | 4.2 | 4.7 | 5.9 | 5.5 | 5.5 | 5.8 | 6.0 | 5.7 | 5.8 | 6.7 | 7.2 | 7.2 | 9.7 | 7.5 | 7.3 | 7.2 | 7.0 | 7.3 | 4.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -30.0 | 1.0 | -17.0 | -26.6 | N/A | N/A | N/A | 6.7 | 17.2 | 6.3 | -10.6 | -11.4 | -2.9 | 2.1 | -0.3 | -10.8 | 5.9 | -3.9 | -7.3 | -7.3 | 4.8 | -5.3 | -5.9 | -2.9 | 1.8 | -0.4 | -3.9 | 68.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2001
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Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (94%)
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- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (92%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (94%)
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) (93%)
- JNK (SPDR Bloomberg High Yield Bond ETF) (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (97%)
- MPV (Barings Participation Investors (the Trust)) (97%)
Best Mutual Funds
- DSICX (DIAMOND HILL CORPORATE CREDIT FUND CORPORATE CREDIT FUND CLASS C) 600%
- PIHBX (PNC HIGH YIELD BOND FUND CLASS I SHARES) 463%
- PAHBX (PNC HIGH YIELD BOND FUND CLASS A SHARES) 458%
- HYOAX (HENDERSON HIGH YIELD OPPORTUNITIES FUND CLASS A) 369%
- SHNAX (AIG FLEXIBLE CREDIT FUND CLASS A) 359%
- CYBYX (Calvert High Yield Bond Fund C) 352%
- PXHRX (PAX HIGH YIELD BOND FUND R CLASS) 343%
- PHCCX (VIRTUS HIGH YIELD FUND CLASS B) 328%
- CITBX (AMERICAN HIGH INCOME TRUST CLASS 529-B) 316%
- PYHPX (HIGH YIELD FUND CLASS P) 298%
Best ETFs
- BSJJ (Invesco BulletShares 2019 High Yield Corporate Bond ETF) 214%
- QLTB (ISHARES BAA - BA RATED CORPORATE BOND ETF ISHARES BAA - BA RATED CORPORATE BOND ETF) 150%
- QLTC (ISHARES B - CA RATED CORPORATE BOND ETF ISHARES B - CA RATED CORPORATE BOND ETF) 69%
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 46%
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 40%
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) 40%
- JNK (SPDR Bloomberg High Yield Bond ETF) 33%
- BSJF (GUGGENHEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF GUGGENHEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF) 11%
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) 11%
- ANGL (VanEck Fallen Angel High Yield Bond ETF) -23%
Best Closed End Funds
- PHF (Pacholder High Yield) 192%
- KHI (DWS High Income Trust) 188%
- HIO (Western Asset High Income Opportunity Closed Fund) 151%
- MHY (Western Asset Managed High Inc Common) 150%
- BLW (BlackRock Limited Duration Income Trust) 123%
- HYB (New America High Income Closed Fund) 120%
- FSD (First Trust High Income Long Short Closed Fund) 118%
- DHF (BNY Mellon High Yield Strategies Fund) 118%
- EAD (Allspring Income Opportunities Fund) 116%
- HNW (Pioneer Diversified High IT) 109%
Best Mutual Funds
- JYHIX (JOHN HANCOCK FOCUSED HIGH YIELD FUND CLASS I) 8%
- MPHAX (MASSMUTUAL PREMIER HIGH YIELD FUND CLASS A) 7%
- SHOIX (American Beacon Sim High Yiel) 7%
- SHOYX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND Y CLASS) 7%
- SHYPX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND INVESTOR CLASS) 7%
- NEFHX (LOOMIS SAYLES HIGH INCOME FUND CLASS A) 7%
- SHOAX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND A CLASS) 7%
- SHOCX (AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND C CLASS) 7%
- PHSIX (PIMCO HIGH YIELD SPECTRUM FUND INSTITUTIONAL CLASS) 7%
- PHSPX (PIMCO HIGH YIELD SPECTRUM FUND CLASS P) 7%
Best ETFs
- JNK (SPDR Bloomberg High Yield Bond ETF) 5%
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 5%
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) 5%
- HYLD (High Yield ETF) 4%
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 4%
- BSJF (GUGGENHEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF GUGGENHEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF) 4%
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 3%
- QLTC (ISHARES B - CA RATED CORPORATE BOND ETF ISHARES B - CA RATED CORPORATE BOND ETF) 2%
- BSJI (Invesco BulletShares 2018 HY Corp Bd ETF) 2%
- BSJH (GUGGENHEIM BULLETSHARES 2017 HIGH YIELD CORPORATE BOND ETF GUGGENHEIM BULLETSHARES 2017 HIGH YIELD CORPORATE BOND ETF) 2%
Best Closed End Funds
- HHY (Helios High Yield Fund) 9%
- BLW (BlackRock Limited Duration Income Trust) 8%
- VLT (Invesco High Income Trust II) 8%
- MHY (Western Asset Managed High Inc Common) 7%
- HNW (Pioneer Diversified High IT) 7%
- HIO (Western Asset High Income Opportunity Closed Fund) 7%
- DSU (BlackRock Debt Strategies Closed Fund) 6%
- CIK (Credit Suisse Asset Management IF) 6%
- FHY (First Trust Strategic High Income Fund II) 6%
- DHY (Credit Suisse High Yield Bond Fund) 6%
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