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ISIN
US4642862852
CUSIP
464286285
Issuer
iShares
Inception Date
Apr 3, 2012
Region
Emerging Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
J.P. Morgan USD Emerging Markets High Yield Bond Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$601M

Share Price Chart


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Performance

EMHY Performance Chart

iShares J.P. Morgan EM High Yield Bond ETF (EMHY) is up 3.4% since the beginning of the year. EMHY is currently trading at $41 per share. Investors who bought $1,000 worth of EMHY shares 5 years ago would now be looking at an investment worth $1,240.


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S&P 500 Index

Returns By Period

iShares J.P. Morgan EM High Yield Bond ETF (EMHY) has returned 3.41% so far this year and 12.98% over the past 12 months. Over the last ten years, EMHY has returned 4.69% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares J.P. Morgan EM High Yield Bond ETF

1D
-0.29%
1M
1.79%
YTD
3.41%
6M
3.54%
1Y
12.98%
3Y*
12.63%
5Y*
4.40%
10Y*
4.69%

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)

EMHY Monthly Returns History

Based on dividend-adjusted daily data since Apr 3, 2012, EMHY's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, an investment would double in approximately 12.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +10.8%, while the worst month was Mar 2020 at -16.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, EMHY closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -10.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.99%0.72%-3.08%3.14%1.18%0.52%3.41%
20251.79%1.40%-1.26%-0.23%1.40%2.52%1.09%1.75%0.64%2.14%0.67%1.06%13.70%
2024-0.41%2.37%2.18%-1.32%2.59%-0.69%2.77%1.90%2.32%-1.03%2.08%-1.23%11.97%
20234.39%-2.84%0.44%-0.69%-1.52%3.77%2.29%-1.68%-1.96%-0.69%5.66%4.21%11.47%
2022-2.37%-5.07%0.61%-4.50%-0.67%-7.30%2.76%-1.39%-5.41%-0.45%10.77%0.34%-13.03%
2021-1.38%-0.81%-0.99%2.47%1.36%0.32%-0.33%1.39%-2.73%-1.01%-2.74%2.71%-1.91%

Benchmark Metrics

iShares J.P. Morgan EM High Yield Bond ETF has an annualized alpha of 0.75%, beta of 0.35, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since April 03, 2012.

  • This ETF participated in 54.55% of S&P 500 Index downside but only 41.20% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.35 may look defensive, but with R2 of 0.36 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 0.36 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
0.75%
Beta
0.35
0.36
Upside Capture
41.20%
Downside Capture
54.55%

Expense Ratio

EMHY has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EMHY ranks 74 for risk / return — better than 74% 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.


EMHY Risk / Return Rank: 7474
Overall Rank
EMHY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
EMHY Sortino Ratio Rank: 8080
Sortino Ratio Rank
EMHY Omega Ratio Rank: 8080
Omega Ratio Rank
EMHY Calmar Ratio Rank: 6262
Calmar Ratio Rank
EMHY Martin Ratio Rank: 7575
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 iShares J.P. Morgan EM High Yield Bond ETF (EMHY) 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.


EMHYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.24

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.45

1.37

+0.09

Calmar ratioReturn relative to maximum drawdown

3.00

2.78

+0.22

Martin ratioReturn relative to average drawdown

13.61

12.44

+1.17

Dividends

Dividend History

iShares J.P. Morgan EM High Yield Bond ETF provided a 6.37% dividend yield over the last twelve months, with an annual payout of $2.59 per share. The fund has been increasing its distributions for 2 consecutive years.


5.50%6.00%6.50%7.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.59$2.63$2.61$2.45$2.48$2.41$2.52$2.71$3.01$2.79$3.13$3.15

Dividend yield

6.37%6.52%6.86%6.73%7.08%5.58%5.44%5.72%6.79%5.59%6.43%6.99%

Monthly Dividends

The table displays the monthly dividend distributions for iShares J.P. Morgan EM High Yield Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.21$0.22$0.22$0.22$0.22$1.09
2025$0.00$0.27$0.21$0.22$0.22$0.22$0.21$0.21$0.21$0.22$0.22$0.42$2.63
2024$0.00$0.19$0.20$0.21$0.20$0.20$0.21$0.21$0.22$0.21$0.22$0.53$2.61
2023$0.00$0.19$0.20$0.21$0.21$0.21$0.21$0.21$0.19$0.20$0.20$0.43$2.45
2022$0.00$0.20$0.19$0.21$0.22$0.19$0.22$0.22$0.17$0.20$0.20$0.46$2.48
2021$0.00$0.21$0.22$0.20$0.20$0.20$0.20$0.21$0.19$0.19$0.19$0.40$2.41

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 iShares J.P. Morgan EM High Yield Bond 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 iShares J.P. Morgan EM High Yield Bond ETF was 30.11%, occurring on Mar 18, 2020. Recovery took 182 trading sessions.

The current iShares J.P. Morgan EM High Yield Bond ETF drawdown is 0.32%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-30.11%Mar 2020
29d8mo 21d
9mo 20dFeb 2020 - Dec 2020
Bear market2022
-25.83%Oct 2022
1y 1mo1y 9mo
2y 10moSep 2021 - Jul 2024
2014 correction2014
-14.90%Dec 2014
4mo 24d1y 4mo
1y 8moJul 2014 - Apr 2016
2013 correction2013
-14.03%Jun 2013
1mo 15d11mo 3d
1y 13dMay 2013 - May 2014
2018 pullback2018
-9.71%Aug 2018
7mo 7d7mo 4d
1y 2moJan 2018 - Mar 2019

Drawdown Indicators


EMHYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-30.11%

-56.78%

+26.67%

Max Drawdown (1Y)

Largest decline over 1 year

-4.34%

-9.10%

+4.76%

Max Drawdown (3Y)

Largest decline over 3 years

-5.95%

-18.90%

+12.95%

Max Drawdown (5Y)

Largest decline over 5 years

-25.83%

-25.43%

-0.40%

Max Drawdown (10Y)

Largest decline over 10 years

-30.11%

-33.92%

+3.81%

Current Drawdown

Current decline from peak

-0.32%

-1.80%

+1.48%

Average Drawdown

Average peak-to-trough decline

-4.88%

-10.71%

+5.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

2.03%

-1.07%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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