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High Yield ETF (HYLD)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US30151E8140
CUSIP
30151E814
Inception Date
Nov 30, 2010
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in High Yield ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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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
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


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%
20200.96%-3.35%-22.40%8.06%2.14%9.16%1.34%2.13%1.24%1.24%4.85%1.61%3.11%
20192.47%1.32%1.69%0.40%-0.66%0.61%1.14%-1.04%0.32%-0.24%-0.68%1.69%7.16%
20182.13%-0.12%1.14%1.03%0.27%0.41%1.12%0.45%0.47%-1.26%-2.16%-3.12%0.25%

Benchmark Metrics

High Yield ETF has an annualized alpha of -0.08%, beta of 0.24, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since December 02, 2010.

  • This ETF participated in 54.75% of S&P 500 Index downside but only 34.11% 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
-0.08%
Beta
0.24
0.20
Upside Capture
34.11%
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 a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.68%Jul 8, 2014402Feb 9, 20161243Jan 15, 20211645
-14.87%Nov 12, 2021221Sep 29, 2022
-9.45%Jun 1, 201189Oct 5, 2011100Feb 29, 2012189
-4.33%May 22, 201323Jun 24, 201354Sep 10, 201377
-3.78%May 8, 201218Jun 1, 201258Aug 23, 201276

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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