PortfoliosLab logoPortfoliosLab logo
Issuer
TCW
Inception Date
Nov 18, 2024
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$32M

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

HYBX Performance Chart

TCW High Yield Bond ETF (HYBX) is up 2.0% since the beginning of the year. HYBX is currently trading at $30 per share.


Loading charts...

S&P 500 Index

Returns By Period

TCW High Yield Bond ETF (HYBX) has returned 2.01% so far this year and 5.34% over the past 12 months.


TCW High Yield Bond ETF

1D
-0.40%
1M
-0.59%
YTD
2.01%
6M
1.87%
1Y
5.34%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
24.32%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYBX Monthly Returns History

Based on dividend-adjusted daily data since Nov 18, 2024, HYBX's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jun 2025 with a return of +2.1%, while the worst month was Mar 2025 at -1.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, HYBX closed higher 51% of trading days. The best single day was Mar 21, 2025 with a return of +2.9%, while the worst single day was Mar 20, 2025 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.00%-0.13%-0.44%1.87%0.37%-0.66%2.01%
20250.86%1.03%-1.05%0.26%0.94%2.05%0.17%0.87%0.77%-0.33%1.06%-0.50%6.26%
2024-0.26%-0.01%-0.26%

Benchmark Metrics

TCW High Yield Bond ETF has an annualized alpha of 2.82%, beta of 0.16, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since November 19, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (18.69%) than losses (8.84%) - typical of diversified or defensive assets.
  • Beta of 0.16 may look defensive, but with R2 of 0.13 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 0.13 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
2.82%
Beta
0.16
0.13
Upside Capture
18.69%
Downside Capture
8.84%

Expense Ratio

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


Return for Risk

Risk / Return Rank

HYBX ranks 37 for risk / return — below 37% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


HYBX Risk / Return Rank: 3737
Overall Rank
HYBX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
HYBX Sortino Ratio Rank: 2626
Sortino Ratio Rank
HYBX Omega Ratio Rank: 2525
Omega Ratio Rank
HYBX Calmar Ratio Rank: 5555
Calmar Ratio Rank
HYBX Martin Ratio Rank: 5252
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 TCW High Yield Bond ETF (HYBX) and compare them to S&P 500 Index.


HYBXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.43

Omega ratioGain probability vs. loss probability

1.16

1.36

-0.21

Calmar ratioReturn relative to maximum drawdown

2.49

2.69

-0.20

Martin ratioReturn relative to average drawdown

8.05

12.34

-4.29

Dividends

Dividend History

TCW High Yield Bond ETF provided a 7.75% dividend yield over the last twelve months, with an annual payout of $2.29 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$2.29$2.34$0.33

Dividend yield

7.75%7.82%1.08%

Monthly Dividends

The table displays the monthly dividend distributions for TCW 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$0.19$0.19$0.19$0.19$0.19$0.95
2025$0.00$0.20$0.21$0.25$0.18$0.16$0.16$0.17$0.17$0.19$0.22$0.43$2.34
2024$0.33$0.33

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 TCW 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 TCW High Yield Bond ETF was 3.93%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.

The current TCW High Yield Bond ETF drawdown is 0.93%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-3.93%Apr 2025
1mo 6d1mo 4d
2mo 10dMar 2025 - May 2025
2026 pullback2026
-2.15%Mar 2026
2mo 1d9d
2mo 10dJan 2026 - Apr 2026
2025 pullback2025
-1.76%Dec 2025
1mo 14d7d
1mo 21dOct 2025 - Dec 2025
2025 pullback2025
-1.72%Jan 2025
1mo 2d14d
1mo 16dDec 2024 - Jan 2025
2025 pullback2025
-1.49%Aug 2025
7d12d
19dAug 2025 - Sep 2025

Drawdown Indicators


HYBXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-3.93%

-56.78%

+52.85%

Max Drawdown (1Y)

Largest decline over 1 year

-2.15%

-9.10%

+6.95%

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

-0.93%

-2.97%

+2.04%

Average Drawdown

Average peak-to-trough decline

-0.57%

-10.72%

+10.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

1.97%

-1.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with HYBX

Add TCW High Yield Bond 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 HYBX