PortfoliosLab logoPortfoliosLab logo
Inception Date
Apr 24, 2020
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Corporate High Yield Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$152M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

BKHY Performance Chart

BNY Mellon High Yield Beta ETF (BKHY) is up 2.0% since the beginning of the year. BKHY is currently trading at $48 per share. Investors who bought $1,000 worth of BKHY shares 5 years ago would now be looking at an investment worth $1,221.


Loading charts...

S&P 500 Index

Returns By Period

BNY Mellon High Yield Beta ETF (BKHY) has returned 1.95% so far this year and 6.98% over the past 12 months.


BNY Mellon High Yield Beta ETF

1D
-0.02%
1M
0.57%
YTD
1.95%
6M
2.31%
1Y
6.98%
3Y*
9.06%
5Y*
4.07%
10Y*

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)

BKHY Monthly Returns History

Based on dividend-adjusted daily data since Apr 24, 2020, BKHY's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, an investment would double in approximately 10.5 years.

Historically, 69% of months were positive and 31% were negative. The best month was Jul 2022 with a return of +6.4%, while the worst month was Jun 2022 at -6.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BKHY closed higher 54% of trading days. The best single day was May 2, 2023 with a return of +4.4%, while the worst single day was May 1, 2023 at -4.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.73%0.11%-1.16%1.75%0.50%0.02%1.95%
20251.32%0.86%-1.13%-0.49%2.12%1.65%0.47%1.23%0.96%0.12%0.70%0.39%8.48%
20240.30%0.31%1.16%-1.18%1.51%0.56%2.33%1.59%1.51%-0.84%1.68%-0.78%8.37%
20234.00%-1.96%1.98%0.35%-1.11%2.10%1.10%0.24%-1.60%-1.00%4.66%3.27%12.40%
2022-2.51%-1.29%-1.10%-4.02%0.63%-6.81%6.37%-3.56%-3.86%2.89%3.48%-1.03%-10.97%
2021-0.18%0.11%0.82%0.87%0.19%1.47%0.31%0.51%-0.11%-0.25%-1.14%2.10%4.75%

Benchmark Metrics

BNY Mellon High Yield Beta ETF has an annualized alpha of 1.45%, beta of 0.30, and R2 of 0.48 versus S&P 500 Index. Calculated based on daily prices since April 24, 2020.

  • This ETF participated in 40.64% of S&P 500 Index downside but only 32.30% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.30 may look defensive, but with R2 of 0.48 this ETF 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 ETF's risk.
  • R2 of 0.48 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
1.45%
Beta
0.30
0.48
Upside Capture
32.30%
Downside Capture
40.64%

Expense Ratio

BKHY has an expense ratio of 0.22%, which is considered low.


Return for Risk

Risk / Return Rank

BKHY ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BKHY Risk / Return Rank: 6262
Overall Rank
BKHY Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BKHY Sortino Ratio Rank: 6363
Sortino Ratio Rank
BKHY Omega Ratio Rank: 6464
Omega Ratio Rank
BKHY Calmar Ratio Rank: 5858
Calmar Ratio Rank
BKHY Martin Ratio Rank: 7070
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 BNY Mellon High Yield Beta ETF (BKHY) 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.


BKHYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.37

1.37

+0.01

Calmar ratioReturn relative to maximum drawdown

2.77

2.78

-0.01

Martin ratioReturn relative to average drawdown

12.66

12.44

+0.22

Dividends

Dividend History

BNY Mellon High Yield Beta ETF provided a 7.45% dividend yield over the last twelve months, with an annual payout of $3.54 per share.


5.00%6.00%7.00%8.00%9.00%$0.00$1.00$2.00$3.00$4.00202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$3.54$3.53$3.50$4.11$3.04$3.73$2.61

Dividend yield

7.45%7.33%7.34%8.67%6.59%6.78%4.65%

Monthly Dividends

The table displays the monthly dividend distributions for BNY Mellon High Yield Beta ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.26$0.24$0.43$0.28$0.26$1.47
2025$0.00$0.29$0.27$0.26$0.40$0.23$0.25$0.34$0.27$0.30$0.28$0.64$3.53
2024$0.00$0.25$0.28$0.30$0.30$0.29$0.27$0.31$0.32$0.28$0.29$0.60$3.50
2023$0.00$0.24$0.26$0.31$0.31$0.88$0.28$0.29$0.29$0.43$0.35$0.47$4.11
2022$0.00$0.17$0.20$0.34$0.15$0.23$0.15$0.41$0.28$0.29$0.22$0.59$3.04
2021$0.00$0.22$0.20$0.23$0.24$0.21$0.26$0.23$0.24$0.23$0.22$1.47$3.73

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the BNY Mellon High Yield Beta ETF. 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 BNY Mellon High Yield Beta ETF was 15.89%, occurring on Sep 27, 2022. Recovery took 314 trading sessions.

The current BNY Mellon High Yield Beta ETF drawdown is 0.25%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-15.89%Sep 2022
9mo 3d1y 3mo
1y 12moDec 2021 - Dec 2023
2025 selloff2025
-4.87%Apr 2025
1mo 6d1mo 4d
2mo 10dMar 2025 - May 2025
2020 pullback2020
-3.59%Jun 2020
20d21d
1mo 11dJun 2020 - Jul 2020
2026 pullback2026
-2.53%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
2020 pullback2020
-2.50%Sep 2020
22d14d
1mo 6dSep 2020 - Oct 2020

Drawdown Indicators


BKHYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-15.89%

-56.78%

+40.89%

Max Drawdown (1Y)

Largest decline over 1 year

-2.53%

-9.10%

+6.57%

Max Drawdown (3Y)

Largest decline over 3 years

-4.87%

-18.90%

+14.03%

Max Drawdown (5Y)

Largest decline over 5 years

-15.89%

-25.43%

+9.54%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.25%

-1.80%

+1.55%

Average Drawdown

Average peak-to-trough decline

-2.95%

-10.71%

+7.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.55%

2.03%

-1.48%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with BKHY

Add BNY Mellon High Yield Beta ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with BKHY