Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist (HYGE.DE)
HYGE.DE is a passive ETF by Invesco tracking the investment results of the Bloomberg MSCI USD High Yield Liquid Corporate ESG Weighted SRI Bond. HYGE.DE launched on Jul 7, 2021 and has a 0.25% expense ratio.
ETF Info
| ISIN | IE00BJP5NL42 |
|---|---|
| WKN | A2QCQ1 |
| Issuer | Invesco |
| Inception Date | Jul 7, 2021 |
| Category | High Yield Bonds |
| Index Tracked | Bloomberg MSCI USD High Yield Liquid Corporate ESG Weighted SRI Bond |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Bond |
Expense Ratio
HYGE.DE has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist had a return of 1.94% year-to-date (YTD) and 4.86% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.94% | 8.76% |
| 1 month | 1.43% | -0.32% |
| 6 months | 2.89% | 18.48% |
| 1 year | 4.86% | 25.36% |
| 5 years (annualized) | N/A | 12.60% |
| 10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.64% | 0.26% | -0.19% | -0.37% | ||||||||
| 2023 | -1.27% | 1.31% | 0.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HYGE.DE is 27, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
HYGE.DE (Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist (HYGE.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist. 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 Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist was 15.03%, occurring on Jul 17, 2023. The portfolio has not yet recovered.
The current Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist drawdown is 9.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.03% | Dec 8, 2021 | 411 | Jul 17, 2023 | — | — | — |
| -1.9% | Nov 23, 2021 | 4 | Nov 26, 2021 | 7 | Dec 7, 2021 | 11 |
| -1.12% | Oct 8, 2021 | 15 | Oct 28, 2021 | 5 | Nov 4, 2021 | 20 |
| -0.51% | Nov 18, 2021 | 1 | Nov 18, 2021 | 2 | Nov 22, 2021 | 3 |
| -0.38% | Sep 20, 2021 | 1 | Sep 20, 2021 | 5 | Sep 27, 2021 | 6 |
Volatility
Volatility Chart
The current Invesco USD High Yield Corporate Bond ESG UCITS ETF Dist volatility is 1.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.