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ProShares Investment Grade-Interest Rate Hedged

IGHG
ETF · Currency in USD
ISIN
US74347B6074
CUSIP
74347B607
Issuer
ProShares
Inception Date
Nov 5, 2013
Region
Developed Markets (Broad)
Category
Corporate Bonds
Expense Ratio
0.30%
Index Tracked
Citi Corporate Investment Grade (Treasury Rate-Hedged) Index
ETF Home Page
www.proshares.com
Asset Class
Bond

IGHGPrice Chart


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S&P 500

IGHGPerformance

The chart shows the growth of $10,000 invested in ProShares Investment Grade-Interest Rate Hedged on Nov 14, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,124 for a total return of roughly 21.24%. All prices are adjusted for splits and dividends.


IGHG (ProShares Investment Grade-Interest Rate Hedged)
Benchmark (S&P 500)

IGHGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.76%
YTD1.11%
6M5.69%
1Y15.65%
5Y4.05%
10Y2.62%

IGHGMonthly Returns Heatmap


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IGHGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ProShares Investment Grade-Interest Rate Hedged Sharpe ratio is 2.13. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IGHG (ProShares Investment Grade-Interest Rate Hedged)
Benchmark (S&P 500)

IGHGDividends

ProShares Investment Grade-Interest Rate Hedged granted a 2.31% dividend yield in the last twelve months, as of May 3, 2021. The annual payout for that period amounted to $1.75 per share.


PeriodTTM20202019201820172016201520142013
Dividend$1.75$2.10$2.69$2.94$2.59$2.13$2.67$2.77$0.45
Dividend yield
2.31%2.78%3.48%4.13%3.36%2.79%3.64%3.59%0.55%

IGHGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IGHG (ProShares Investment Grade-Interest Rate Hedged)
Benchmark (S&P 500)

IGHGWorst Drawdowns

The table below shows the maximum drawdowns of the ProShares Investment Grade-Interest Rate Hedged. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ProShares Investment Grade-Interest Rate Hedged is 25.16%, recorded on Mar 20, 2020. It took 177 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-25.16%Jan 23, 202041Mar 20, 2020177Dec 1, 2020218
-11.7%Jun 20, 2014418Feb 17, 2016211Dec 15, 2016629
-7.16%Feb 2, 2018231Jan 3, 201969Apr 12, 2019300
-2.61%Jul 29, 201914Aug 15, 201949Oct 24, 201963
-2.37%Apr 23, 201929Jun 3, 201914Jun 21, 201943
-1.86%Jan 6, 201420Feb 3, 201418Feb 28, 201438
-1.61%Apr 1, 202113Apr 20, 2021
-1.48%Apr 10, 20144Apr 15, 201445Jun 19, 201449
-1.44%Mar 2, 20216Mar 9, 202116Mar 31, 202122
-1.43%Oct 30, 201715Nov 17, 201719Dec 15, 201734

IGHGVolatility Chart

Current ProShares Investment Grade-Interest Rate Hedged volatility is 4.65%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IGHG (ProShares Investment Grade-Interest Rate Hedged)
Benchmark (S&P 500)

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