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CUSIP
092528843
Issuer
iShares
Inception Date
Feb 7, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

HIMU Performance Chart

iShares High Yield Muni Active ETF (HIMU) is up 3.4% since the beginning of the year. HIMU is currently trading at $49 per share.


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S&P 500 Index

Returns By Period

iShares High Yield Muni Active ETF (HIMU) has returned 3.39% so far this year and 7.04% over the past 12 months.


iShares High Yield Muni Active ETF

1D
-0.06%
1M
2.20%
YTD
3.39%
6M
3.64%
1Y
7.04%
3Y*
5Y*
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)

HIMU Monthly Returns History

Based on dividend-adjusted daily data since Feb 10, 2025, HIMU's average daily return is +0.02%, while the average monthly return is +0.29%. At this rate, an investment would double in approximately 19.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Sep 2025 with a return of +3.6%, while the worst month was Mar 2026 at -2.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HIMU closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +2.7%, while the worst single day was Apr 8, 2025 at -3.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.84%1.15%-2.58%2.10%0.78%1.11%3.39%
20251.02%-2.12%-1.19%-0.62%1.32%-1.93%0.85%3.56%0.68%0.42%-0.37%1.48%

Benchmark Metrics

iShares High Yield Muni Active ETF has an annualized alpha of 4.17%, beta of -0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since February 10, 2025.

  • This ETF participated in 21.99% of S&P 500 Index downside but only 17.73% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of -0.02 may look defensive, but with R2 of 0.00 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 0.00 means this ETF 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
4.17%
Beta
-0.02
0.00
Upside Capture
17.73%
Downside Capture
21.99%

Expense Ratio

HIMU has an expense ratio of 0.42%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HIMU ranks 46 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


HIMU Risk / Return Rank: 4646
Overall Rank
HIMU Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HIMU Sortino Ratio Rank: 4747
Sortino Ratio Rank
HIMU Omega Ratio Rank: 5050
Omega Ratio Rank
HIMU Calmar Ratio Rank: 4444
Calmar Ratio Rank
HIMU Martin Ratio Rank: 4343
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 High Yield Muni Active ETF (HIMU) 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.


HIMUBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.47

Omega ratioGain probability vs. loss probability

1.31

1.37

-0.06

Calmar ratioReturn relative to maximum drawdown

2.15

2.78

-0.64

Martin ratioReturn relative to average drawdown

6.76

12.44

-5.68

Dividends

Dividend History

iShares High Yield Muni Active ETF provided a 5.12% dividend yield over the last twelve months, with an annual payout of $2.52 per share.


4.57%$0.00$0.50$1.00$1.50$2.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$2.52$2.22

Dividend yield

5.12%4.57%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.20$0.20$0.24$0.21$0.20$1.06
2025$0.12$0.24$0.21$0.19$0.21$0.19$0.20$0.16$0.23$0.48$2.22

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 High Yield Muni Active 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 High Yield Muni Active ETF was 8.01%, occurring on Apr 11, 2025. Recovery took 128 trading sessions.

The current iShares High Yield Muni Active ETF drawdown is 0.06%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-8.01%Apr 2025
1mo 8d6mo 7d
7mo 15dMar 2025 - Oct 2025
2026 pullback2026
-3.29%Mar 2026
25d2mo 2d
2mo 27dMar 2026 - May 2026
2025 selloff2025
-1.43%Feb 2025
2d12d
14dFeb 2025 - Feb 2025
2025 pullback2025
-0.76%Dec 2025
1mo 10d16d
1mo 26dNov 2025 - Jan 2026
2026 pullback2026
-0.65%Jan 2026
0s15d
15dJan 2026 - Feb 2026

Drawdown Indicators


HIMUBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-8.01%

-56.78%

+48.77%

Max Drawdown (1Y)

Largest decline over 1 year

-3.29%

-9.10%

+5.81%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.06%

-1.80%

+1.74%

Average Drawdown

Average peak-to-trough decline

-1.69%

-10.71%

+9.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

2.03%

-0.99%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with HIMU

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

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