PortfoliosLab logoPortfoliosLab logo
ISIN
US4642885135
CUSIP
464288513
Issuer
iShares
Inception Date
Apr 4, 2007
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Markit iBoxx USD Liquid High Yield Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$17B

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

HYG Performance Chart

iShares iBoxx $ High Yield Corporate Bond ETF (HYG) is up 1.7% since the beginning of the year. HYG is currently trading at $80 per share. Investors who bought $1,000 worth of HYG shares 5 years ago would now be looking at an investment worth $1,206.


Loading charts...

S&P 500 Index

Returns By Period

iShares iBoxx $ High Yield Corporate Bond ETF (HYG) has returned 1.74% so far this year and 6.32% over the past 12 months. Over the last ten years, HYG has returned 4.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.54% annually.


iShares iBoxx $ High Yield Corporate Bond ETF

1D
0.35%
1M
0.65%
YTD
1.74%
6M
2.08%
1Y
6.32%
3Y*
8.46%
5Y*
3.82%
10Y*
4.97%

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.34%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYG Monthly Returns History

Based on dividend-adjusted daily data since Apr 11, 2007, HYG'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, 65% of months were positive and 35% were negative. The best month was Dec 2008 with a return of +16.8%, while the worst month was Oct 2008 at -11.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HYG closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.3%, while the worst single day was Sep 29, 2008 at -8.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.61%0.00%-0.95%1.52%0.44%0.14%1.74%
20251.36%0.97%-1.09%0.12%1.75%1.84%0.14%1.11%0.89%-0.01%0.75%0.49%8.59%
20240.12%0.30%1.09%-1.35%1.63%0.48%2.35%1.55%1.70%-0.96%1.64%-0.78%7.97%
20233.67%-1.88%1.98%0.20%-1.23%1.78%1.12%0.18%-1.61%-1.04%4.89%3.19%11.54%
2022-2.65%-0.86%-1.29%-4.18%1.63%-7.05%6.70%-4.31%-3.74%3.37%3.43%-1.76%-10.98%
2021-0.38%-0.24%1.22%0.64%0.04%1.32%0.10%0.61%-0.37%-0.31%-1.17%2.28%3.76%

Benchmark Metrics

iShares iBoxx $ High Yield Corporate Bond ETF has an annualized alpha of 1.63%, beta of 0.37, and R2 of 0.44 versus S&P 500 Index. Calculated based on daily prices since April 11, 2007.

  • This ETF participated in 50.20% of S&P 500 Index downside but only 43.56% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.37 may look defensive, but with R2 of 0.44 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 0.44 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
1.63%
Beta
0.37
0.44
Upside Capture
43.56%
Downside Capture
50.20%

Expense Ratio

HYG has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HYG ranks 58 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.


HYG Risk / Return Rank: 5858
Overall Rank
HYG Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
HYG Sortino Ratio Rank: 5656
Sortino Ratio Rank
HYG Omega Ratio Rank: 5454
Omega Ratio Rank
HYG Calmar Ratio Rank: 6060
Calmar Ratio Rank
HYG 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 iShares iBoxx $ High Yield Corporate Bond ETF (HYG) 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.


HYGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.22

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.33

1.35

-0.02

Calmar ratioReturn relative to maximum drawdown

2.86

2.66

+0.20

Martin ratioReturn relative to average drawdown

12.54

11.86

+0.67

Dividends

Dividend History

iShares iBoxx $ High Yield Corporate Bond ETF provided a 5.90% dividend yield over the last twelve months, with an annual payout of $4.72 per share.


4.00%4.50%5.00%5.50%6.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.72$4.61$4.72$4.45$3.90$3.50$4.26$4.39$4.49$4.47$4.56$4.76

Dividend yield

5.90%5.71%6.01%5.74%5.30%4.02%4.88%4.99%5.54%5.12%5.27%5.90%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.40$0.39$0.38$0.42$0.41$2.00
2025$0.00$0.36$0.37$0.38$0.40$0.38$0.38$0.40$0.38$0.38$0.41$0.76$4.61
2024$0.00$0.38$0.44$0.40$0.40$0.36$0.40$0.41$0.38$0.39$0.39$0.77$4.72
2023$0.00$0.37$0.45$0.34$0.33$0.35$0.40$0.36$0.35$0.39$0.39$0.72$4.45
2022$0.00$0.31$0.31$0.33$0.31$0.31$0.33$0.30$0.37$0.35$0.28$0.72$3.90
2021$0.00$0.32$0.31$0.29$0.29$0.29$0.29$0.28$0.28$0.29$0.28$0.58$3.50

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 iShares iBoxx $ High Yield Corporate 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 iBoxx $ High Yield Corporate Bond ETF was 34.25%, occurring on Nov 20, 2008. Recovery took 259 trading sessions.

The current iShares iBoxx $ High Yield Corporate Bond ETF drawdown is 0.04%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-34.25%Nov 2008
1y 2mo1y 12d
2y 2moSep 2007 - Dec 2009
COVID crash2020
-22.03%Mar 2020
1mo 1d7mo 16d
8mo 17dFeb 2020 - Nov 2020
Bear market2022
-15.79%Sep 2022
9mo 3d1y 5mo
2y 2moDec 2021 - Mar 2024
2016 correction2016
-13.44%Feb 2016
10mo 1d4mo 28d
1y 2moApr 2015 - Jul 2016
2011 correction2011
-10.06%Oct 2011
2mo 11d20d
3mo 1dJul 2011 - Oct 2011

Drawdown Indicators


HYGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.25%

-56.78%

+22.53%

Max Drawdown (1Y)

Largest decline over 1 year

-2.34%

-9.10%

+6.76%

Max Drawdown (3Y)

Largest decline over 3 years

-4.56%

-18.90%

+14.34%

Max Drawdown (5Y)

Largest decline over 5 years

-15.79%

-25.43%

+9.64%

Max Drawdown (10Y)

Largest decline over 10 years

-22.03%

-33.92%

+11.89%

Current Drawdown

Current decline from peak

-0.04%

-2.49%

+2.45%

Average Drawdown

Average peak-to-trough decline

-3.23%

-10.72%

+7.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

2.03%

-1.50%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with HYG

Add iShares iBoxx $ High Yield Corporate 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 HYG