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ISIN
US30151E8140
CUSIP
30151E814
Delisting Date
Aug 25, 2023
Inception Date
Nov 30, 2010
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$96M

Share Price Chart


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Performance

HYLD Performance Chart


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S&P 500 Index

Returns By Period


High Yield ETF

1D
1M
YTD
6M
1Y
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)

HYLD Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20235.05%-1.01%-0.41%0.53%-2.64%0.79%1.49%-0.86%2.80%
2022-4.03%-1.52%-1.62%-2.36%0.07%-3.11%4.00%-1.24%-4.59%1.11%3.73%-2.16%-11.48%
20211.60%0.46%1.43%0.56%0.37%0.95%-0.09%0.35%-0.26%0.35%-1.01%0.59%5.41%

Benchmark Metrics

High Yield ETF has an annualized alpha of -0.10%, beta of 0.24, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since December 01, 2010.

  • This ETF participated in 54.75% of S&P 500 Index downside but only 33.90% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.24 may look defensive, but with R2 of 0.20 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 0.20 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
-0.10%
Beta
0.24
0.20
Upside Capture
33.90%
Downside Capture
54.75%

Expense Ratio

HYLD has a high expense ratio of 1.29%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for High Yield ETF (HYLD) 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.


HYLDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

2.78

Martin ratioReturn relative to average drawdown

12.44

Dividends

Dividend History

High Yield ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


6.00%7.00%8.00%9.00%10.00%11.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022
Dividends
Dividend Yield
PeriodTTM20222021202020192018201720162015
Dividend$0.00$2.04$2.04$2.40$2.50$2.68$2.59$2.35$3.55

Dividend yield

0.00%7.86%6.45%7.52%7.46%7.97%7.18%6.59%10.87%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.00$1.19
2022$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$2.04
2021$0.20$0.19$0.19$0.18$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.09$2.04
2020$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$2.40
2019$0.21$0.22$0.22$0.22$0.21$0.21$0.21$0.20$0.20$0.20$0.20$0.20$2.50
2018$0.19$0.24$0.23$0.22$0.22$0.24$0.22$0.24$0.22$0.22$0.23$0.21$2.68

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 High Yield 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 High Yield ETF was 34.68%, occurring on Feb 9, 2016. Recovery took 1243 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2016 bear market2016
-34.68%Feb 2016
1y 7mo4y 11mo
6y 6moJul 2014 - Jan 2021
Bear market2022
-14.87%Sep 2022
10mo 21d
4y 7moNov 2021 - now
2011 pullback2011
-9.45%Oct 2011
4mo 6d4mo 27d
9mo 3dJun 2011 - Feb 2012
2013 pullback2013
-4.33%Jun 2013
1mo 3d2mo 18d
3mo 21dMay 2013 - Sep 2013
2012 pullback2012
-3.78%Jun 2012
24d2mo 23d
3mo 17dMay 2012 - Aug 2012

Drawdown Indicators


HYLDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

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

-1.80%

Average Drawdown

Average peak-to-trough decline

-10.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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