Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) | 4.33% | 7.75% | 7.12% | 4.82% | NA | NA | NA | 4.85% |
Data as of 08/01/2025, AR inception is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) | 07/19/2018 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 7.75 | 7.12 | 4.82 | NA | NA | NA | 4.85 | 4.33 | 8.02 | 12.11 | -12.60 | 5.92 | 8.03 | 15.77 | -4.75 |
| Sharpe Ratio | NA | 0.84 | 0.57 | 0.39 | NA | NA | NA | 0.31 | 0.68 | 1.03 | 1.14 | -1.11 | 1.55 | 0.42 | 3.11 | -2.08 |
| Standard Deviation(%) | NA | 6.24 | 7.80 | 7.65 | NA | NA | NA | 9.69 | 7.62 | 4.26 | 7.49 | 12.63 | 3.82 | 18.45 | 4.59 | 5.70 |
| Draw Down(%) | NA | 5.56 | 9.62 | 17.12 | NA | NA | NA | 23.47 | 5.56 | 2.35 | 5.32 | 16.93 | 2.33 | 23.47 | 1.79 | 7.91 |
| Yield(%) | 0.00 | 7.77 | 7.96 | 6.90 | 4.73 | 3.15 | 2.36 | 6.76 | 4.44 | 8.18 | 8.97 | 6.21 | 6.07 | 6.22 | 8.49 | 4.49 |
Data as of 08/01/2025, AR inception is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) |
-0.71%
Sep 2019 - Sep 2022 |
2.85%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) |
9.83%
Dec 2018 - Dec 2021 |
7.40%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart