Xtrackers Risk Managed USD High Yield Strategy ETF (HYRM)
HYRM is a passive ETF by Xtrackers tracking the investment results of the Adaptive Wealth Strategies Risk Managed High Yield Index - USD - US Dollar - Benchmark TR Net. HYRM launched on Feb 9, 2022 and has a 0.30% expense ratio.
ETF Info
ISIN | US23306X1000 |
---|---|
Issuer | Xtrackers |
Inception Date | Feb 9, 2022 |
Region | North America (U.S.) |
Category | High Yield Bonds |
Leveraged | 1x |
Index Tracked | Adaptive Wealth Strategies Risk Managed High Yield Index - USD - US Dollar - Benchmark TR Net |
Asset Class | Bond |
Expense Ratio
HYRM features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Popular comparisons: HYRM vs. BSJO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Xtrackers Risk Managed USD High Yield Strategy ETF, 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
Xtrackers Risk Managed USD High Yield Strategy ETF had a return of 7.05% year-to-date (YTD) and 12.93% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.05% | 17.95% |
1 month | 1.98% | 3.13% |
6 months | 6.46% | 9.95% |
1 year | 12.93% | 24.88% |
5 years (annualized) | N/A | 13.37% |
10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of HYRM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.07% | 0.39% | 1.02% | -1.18% | 1.40% | 0.62% | 2.38% | 1.41% | 7.05% | ||||
2023 | 3.76% | -1.87% | 2.21% | 0.08% | -1.23% | 1.97% | 1.03% | 0.28% | -1.54% | -1.03% | 4.63% | 3.35% | 11.98% |
2022 | 0.79% | -1.14% | -4.29% | 1.98% | -7.26% | 6.46% | -4.25% | -3.63% | 3.47% | 3.04% | -1.64% | -7.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of HYRM is 92, placing it in the top 8% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Xtrackers Risk Managed USD High Yield Strategy ETF (HYRM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Xtrackers Risk Managed USD High Yield Strategy ETF granted a 5.80% dividend yield in the last twelve months. The annual payout for that period amounted to $1.38 per share.
Period | TTM | 2023 | 2022 |
---|---|---|---|
Dividend | $1.38 | $1.34 | $1.03 |
Dividend yield | 5.80% | 5.78% | 4.69% |
Monthly Dividends
The table displays the monthly dividend distributions for Xtrackers Risk Managed USD High Yield Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.11 | $0.10 | $0.12 | $0.11 | $0.11 | $0.12 | $0.12 | $0.12 | $0.90 | |||
2023 | $0.00 | $0.10 | $0.10 | $0.11 | $0.10 | $0.11 | $0.11 | $0.11 | $0.12 | $0.11 | $0.12 | $0.25 | $1.34 |
2022 | $0.06 | $0.08 | $0.10 | $0.09 | $0.10 | $0.09 | $0.11 | $0.10 | $0.29 | $1.03 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Xtrackers Risk Managed USD High Yield Strategy 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 Xtrackers Risk Managed USD High Yield Strategy ETF was 12.42%, occurring on Sep 27, 2022. Recovery took 294 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-12.42% | Feb 28, 2022 | 144 | Sep 27, 2022 | 294 | Dec 1, 2023 | 438 |
-2.14% | Mar 28, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
-1.6% | Dec 28, 2023 | 5 | Jan 4, 2024 | 38 | Mar 1, 2024 | 43 |
-1.34% | May 21, 2024 | 6 | May 29, 2024 | 5 | Jun 5, 2024 | 11 |
-0.73% | Aug 1, 2024 | 4 | Aug 6, 2024 | 5 | Aug 13, 2024 | 9 |
Volatility
Volatility Chart
The current Xtrackers Risk Managed USD High Yield Strategy ETF volatility is 1.08%, 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.