Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | -0.29% | 8.54% | 4.87% | 4.57% | 3.70% | 4.89% | NA | 4.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | 04/11/2007 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 04/11/2007.
AR inception is since 04/11/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 8.54 | 4.87 | 4.57 | 3.70 | 4.89 | NA | 4.71 | -0.29 | 8.49 | 11.54 | -10.98 | 3.76 | 4.47 | 14.09 | -2.02 | 6.07 | 13.41 | -5.02 | 1.89 | 5.75 | 11.06 | 6.75 | 11.91 | 28.52 | -17.55 | 1.63 |
| Sharpe Ratio | NA | 11.52 | 5.29 | 17.33 | 22.97 | NA | NA | 31.87 | -79.84 | 42.77 | 98.34 | -97.83 | 92.50 | 24.30 | 276.54 | -68.11 | 143.21 | 160.71 | -74.19 | 35.04 | 92.24 | 171.88 | 53.30 | 128.74 | 149.57 | -68.29 | -6.34 |
| Standard Deviation(%) | NA | 5.63 | 8.81 | 8.13 | 8.59 | NA | NA | 11.18 | 8.34 | 4.43 | 7.47 | 12.69 | 4.03 | 17.36 | 4.59 | 4.92 | 3.82 | 8.22 | 6.81 | 5.36 | 6.20 | 6.46 | 12.62 | 9.19 | 19.00 | 26.96 | 8.99 |
| Draw Down(%) | NA | 4.56 | 10.07 | 15.79 | 22.03 | NA | NA | 34.25 | 4.56 | 2.35 | 4.91 | 15.56 | 2.40 | 22.03 | 1.97 | 6.41 | 2.40 | 5.73 | 10.65 | 6.42 | 7.05 | 4.50 | 10.06 | 7.07 | 21.43 | 34.20 | 8.42 |
| Yield(%) | 0.00 | 6.59 | 5.67 | 5.25 | 4.79 | 5.50 | 4.64 | 5.16 | 1.42 | 6.62 | 6.03 | 4.49 | 4.01 | 4.83 | 5.42 | 5.14 | 5.14 | 5.70 | 5.31 | 5.48 | 6.01 | 6.30 | 7.44 | 8.42 | 11.00 | 7.70 | 5.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYG (iShares iBoxx $ High Yield Corporate Bond ETF) |
-1.99%
Sep 2019 - Sep 2022 |
0.52%
Sep 2017 - Sep 2022 |
2.65%
Sep 2012 - Sep 2022 |
3.86%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYG (iShares iBoxx $ High Yield Corporate Bond ETF) |
21.19%
Feb 2009 - Feb 2012 |
15.96%
Nov 2008 - Nov 2013 |
9.39%
Nov 2008 - Nov 2018 |
7.25%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart