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 |
|---|---|---|---|---|---|---|---|---|
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) | -1.70% | 5.90% | 3.65% | 6.10% | NA | NA | NA | 4.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) | 07/19/2018 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/19/2018.
AR inception is since 07/19/2018.
| 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 (%) | 2.05 | 5.90 | 3.65 | 6.10 | NA | NA | NA | 4.83 | -1.70 | 8.01 | 12.12 | -12.59 | 7.08 | 8.03 | 15.77 | -4.75 |
| Sharpe Ratio | NA | -33.84 | -8.97 | 34.34 | NA | NA | NA | 19.32 | -127.66 | 33.38 | 105.95 | -111.10 | 178.40 | 42.10 | 312.96 | -206.64 |
| Standard Deviation(%) | NA | 5.98 | 8.83 | 8.22 | NA | NA | NA | 9.83 | 9.34 | 4.26 | 7.49 | 12.63 | 3.95 | 18.45 | 4.59 | 5.70 |
| Draw Down(%) | NA | 5.56 | 11.81 | 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 | 7.99 | 7.44 | 7.74 | 4.68 | 3.12 | 2.34 | 7.79 | 1.89 | 8.18 | 8.98 | 6.21 | 7.14 | 6.22 | 8.49 | 4.49 |
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) |
-0.36%
Sep 2019 - Sep 2022 |
3.07%
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) |
10.22%
Dec 2018 - Dec 2021 |
7.63%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart