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Issuer
BlackRock
Inception Date
Nov 19, 1998
Leveraged
1x (No leverage)
Index Tracked
Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

BHYAX Performance Chart

BlackRock High Yield Bond Fund Investor A Shares (BHYAX) is up 1.5% since the beginning of the year. BHYAX is currently trading at $7 per share. Investors who bought $1,000 worth of BHYAX shares 5 years ago would now be looking at an investment worth $1,205.


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S&P 500 Index

Returns By Period

BlackRock High Yield Bond Fund Investor A Shares (BHYAX) has returned 1.47% so far this year and 7.08% over the past 12 months. Over the last ten years, BHYAX has returned 5.42% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


BlackRock High Yield Bond Fund Investor A Shares

1D
0.00%
1M
0.68%
YTD
1.47%
6M
2.16%
1Y
7.08%
3Y*
8.27%
5Y*
3.80%
10Y*
5.42%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BHYAX Monthly Returns History

Based on dividend-adjusted daily data since Nov 18, 1998, BHYAX's average daily return is +0.02%, while the average monthly return is +0.54%. At this rate, an investment would double in approximately 10.7 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2009 with a return of +8.5%, while the worst month was Oct 2008 at -15.5%. The longest winning streak lasted 18 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BHYAX closed higher 40% of trading days. The best single day was Mar 26, 2020 with a return of +3.9%, while the worst single day was Mar 16, 2020 at -4.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.39%0.07%-1.00%1.78%0.53%-0.28%1.47%
20251.39%0.64%-1.15%0.10%1.70%1.95%0.55%1.11%0.81%0.40%0.52%0.64%8.96%
20240.26%0.40%0.71%-0.83%1.21%0.85%1.86%1.55%1.20%-0.56%1.25%-0.54%7.55%
20234.14%-1.42%1.30%0.96%-1.05%1.07%1.46%0.13%-0.90%-1.79%4.37%3.53%12.19%
2022-2.72%-0.84%-0.53%-3.51%-0.28%-7.18%5.77%-2.28%-4.08%2.80%2.01%-0.82%-11.63%
2021-0.02%0.61%0.26%1.13%0.38%1.52%0.13%0.50%-0.02%-0.38%-1.17%2.20%5.21%

Benchmark Metrics

BlackRock High Yield Bond Fund Investor A Shares has an annualized alpha of 5.47%, beta of 0.10, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since November 18, 1998.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (41.55%) than losses (34.33%) - typical of diversified or defensive assets.
  • Beta of 0.10 may look defensive, but with R2 of 0.13 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.13 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.47%
Beta
0.10
0.13
Upside Capture
41.55%
Downside Capture
34.33%

Expense Ratio

BHYAX has a high expense ratio of 0.93%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

BHYAX ranks 78 for risk / return — better than 78% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BHYAX Risk / Return Rank: 7878
Overall Rank
BHYAX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
BHYAX Sortino Ratio Rank: 8585
Sortino Ratio Rank
BHYAX Omega Ratio Rank: 8181
Omega Ratio Rank
BHYAX Calmar Ratio Rank: 7373
Calmar Ratio Rank
BHYAX Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BlackRock High Yield Bond Fund Investor A Shares (BHYAX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BHYAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

+0.99

Omega ratioGain probability vs. loss probability

1.49

1.37

+0.13

Calmar ratioReturn relative to maximum drawdown

3.16

2.78

+0.38

Martin ratioReturn relative to average drawdown

15.33

12.44

+2.90

Dividends

Dividend History

BlackRock High Yield Bond Fund Investor A Shares provided a 6.73% dividend yield over the last twelve months, with an annual payout of $0.48 per share. The fund has been increasing its distributions for 3 consecutive years.


4.50%5.00%5.50%6.00%6.50%$0.00$0.10$0.20$0.30$0.40$0.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.48$0.48$0.46$0.37$0.31$0.35$0.38$0.42$0.43$0.43$0.43$0.43

Dividend yield

6.73%6.71%6.56%5.30%4.60%4.42%4.83%5.39%6.02%5.50%5.65%6.01%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock High Yield Bond Fund Investor A Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.04$0.03$0.04$0.04$0.04$0.00$0.18
2025$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.07$0.48
2024$0.04$0.04$0.00$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.07$0.46
2023$0.03$0.03$0.04$0.04$0.04$0.00$0.04$0.04$0.04$0.00$0.04$0.04$0.37
2022$0.03$0.03$0.03$0.03$0.03$0.00$0.00$0.03$0.03$0.03$0.03$0.04$0.31
2021$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.00$0.03$0.06$0.35

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock High Yield Bond Fund Investor A Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BlackRock High Yield Bond Fund Investor A Shares was 35.18%, occurring on Dec 16, 2008. Recovery took 220 trading sessions.

The current BlackRock High Yield Bond Fund Investor A Shares drawdown is 0.28%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-35.18%Dec 2008
1y 6mo10mo 18d
2y 4moJun 2007 - Oct 2009
COVID crash2020
-23.25%Mar 2020
1mo 4d7mo 16d
8mo 20dFeb 2020 - Nov 2020
Bear market2022
-15.60%Sep 2022
8mo 29d1y 5mo
2y 2moJan 2022 - Mar 2024
Dot-com crash2000–2002
-12.09%Dec 2000
2mo 28d1y 3mo
1y 6moSep 2000 - Apr 2002
2016 correction2016
-12.07%Feb 2016
8mo 13d5mo 2d
1y 1moJun 2015 - Jul 2016

Drawdown Indicators


BHYAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-35.18%

-56.78%

+21.60%

Max Drawdown (1Y)

Largest decline over 1 year

-2.30%

-9.10%

+6.80%

Max Drawdown (3Y)

Largest decline over 3 years

-4.10%

-18.90%

+14.80%

Max Drawdown (5Y)

Largest decline over 5 years

-15.60%

-25.43%

+9.83%

Max Drawdown (10Y)

Largest decline over 10 years

-23.25%

-33.92%

+10.67%

Current Drawdown

Current decline from peak

-0.28%

-1.80%

+1.52%

Average Drawdown

Average peak-to-trough decline

-2.86%

-10.71%

+7.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.47%

2.03%

-1.56%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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