iShares USD Short Duration High Yield Corporate Bond UCITS ETF (SDHG.L)
SDHG.L is a passive ETF by iShares tracking the investment results of the Bloomberg US Corporate High Yield TR USD. SDHG.L launched on Oct 15, 2013 and has a 0.45% expense ratio.
ETF Info
| ISIN | IE00BCRY6003 |
|---|---|
| WKN | A1W373 |
| Issuer | iShares |
| Inception Date | Oct 15, 2013 |
| Category | High Yield Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg US Corporate High Yield TR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Bond |
Expense Ratio
SDHG.L features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SDHG.L vs. USHY, SDHG.L vs. BNDX, SDHG.L vs. BNDW, SDHG.L vs. BND, SDHG.L vs. SDHA.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares USD Short Duration High Yield Corporate Bond UCITS 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
iShares USD Short Duration High Yield Corporate Bond UCITS ETF had a return of 7.70% year-to-date (YTD) and 9.01% in the last 12 months. Over the past 10 years, iShares USD Short Duration High Yield Corporate Bond UCITS ETF had an annualized return of 7.90%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares USD Short Duration High Yield Corporate Bond UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.70% | 25.48% |
| 1 month | 3.03% | 2.14% |
| 6 months | 5.02% | 12.76% |
| 1 year | 9.01% | 33.14% |
| 5 years (annualized) | 5.92% | 13.96% |
| 10 years (annualized) | 7.90% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SDHG.L, 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 | 0.47% | 0.84% | 1.06% | 0.33% | -0.90% | 2.46% | -0.44% | -1.00% | -0.57% | 3.59% | 7.70% | ||
| 2023 | -0.14% | 0.98% | -1.10% | -1.09% | 0.46% | -0.49% | -0.16% | 1.78% | 3.39% | -0.06% | -1.14% | 2.10% | 4.51% |
| 2022 | -1.31% | 0.05% | 1.94% | 2.60% | 0.66% | -0.71% | 4.72% | 2.21% | 3.47% | -1.21% | -2.88% | -0.45% | 9.19% |
| 2021 | -0.46% | -1.15% | 2.03% | 0.32% | -2.31% | 4.42% | -0.78% | 1.49% | 1.88% | -1.28% | 2.21% | 0.25% | 6.61% |
| 2020 | -0.04% | 0.77% | -4.44% | 1.71% | 4.36% | 0.79% | -2.42% | -0.60% | 2.06% | 0.17% | -0.16% | -0.05% | 1.92% |
| 2019 | 0.90% | -0.36% | 2.84% | 0.69% | 2.16% | 1.71% | 4.37% | 0.41% | -0.49% | -4.64% | 0.31% | -0.14% | 7.77% |
| 2018 | -4.30% | 2.81% | -1.74% | 2.35% | 3.93% | 1.85% | 1.63% | 1.71% | -0.01% | 1.01% | -0.35% | -1.06% | 7.80% |
| 2017 | -1.47% | 2.28% | -0.97% | -2.53% | 0.93% | 0.16% | -0.85% | 2.41% | -3.45% | 1.16% | -2.07% | 0.97% | -3.56% |
| 2016 | 3.50% | 2.50% | -0.88% | 0.18% | 1.46% | 12.10% | 1.30% | 2.67% | 1.65% | 6.44% | -2.12% | 4.11% | 37.38% |
| 2015 | 4.12% | -1.12% | 3.84% | -2.67% | 2.07% | -3.82% | 0.02% | 0.23% | -0.51% | 0.11% | 0.86% | 1.17% | 4.07% |
| 2014 | 0.92% | -0.95% | 0.75% | -0.89% | 2.22% | -1.39% | -0.10% | 2.85% | 0.77% | 2.42% | 3.16% | -0.88% | 9.10% |
| 2013 | 1.16% | -1.45% | -0.51% | -0.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SDHG.L is 53, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares USD Short Duration High Yield Corporate Bond UCITS ETF (SDHG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares USD Short Duration High Yield Corporate Bond UCITS ETF provided a 7.54% dividend yield over the last twelve months, with an annual payout of £5.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £5.28 | £4.87 | £3.62 | £3.84 | £4.39 | £4.85 | £4.86 | £5.05 | £5.35 | £4.51 | £4.28 | £0.51 |
Dividend yield | 7.54% | 7.20% | 5.20% | 5.72% | 6.58% | 6.95% | 7.01% | 7.33% | 6.99% | 7.49% | 6.88% | 0.83% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares USD Short Duration High Yield Corporate Bond UCITS 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 | £0.00 | £0.00 | £0.00 | £0.00 | £2.72 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.72 | |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.31 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.56 | £4.87 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £1.69 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £1.93 | £3.62 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £1.80 | £3.84 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.20 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.19 | £4.39 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.46 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.38 | £4.85 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.37 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.49 | £4.86 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.58 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.47 | £5.05 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.51 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.84 | £5.35 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £2.25 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.26 | £4.51 |
| 2014 | £0.00 | £0.00 | £0.00 | £0.00 | £2.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £2.22 | £0.00 | £4.28 |
| 2013 | £0.51 | £0.00 | £0.51 |
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 iShares USD Short Duration High Yield Corporate Bond UCITS 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 iShares USD Short Duration High Yield Corporate Bond UCITS ETF was 11.44%, occurring on Mar 24, 2020. Recovery took 375 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.44% | Sep 3, 2019 | 143 | Mar 24, 2020 | 375 | Sep 21, 2021 | 518 |
| -10.84% | Jan 17, 2017 | 301 | Mar 26, 2018 | 78 | Jul 18, 2018 | 379 |
| -10.53% | Sep 29, 2022 | 199 | Jul 14, 2023 | 195 | Apr 22, 2024 | 394 |
| -9.38% | Apr 13, 2015 | 94 | Aug 24, 2015 | 129 | Feb 25, 2016 | 223 |
| -5.79% | Oct 26, 2016 | 13 | Nov 11, 2016 | 29 | Dec 22, 2016 | 42 |
Volatility
Volatility Chart
The current iShares USD Short Duration High Yield Corporate Bond UCITS ETF volatility is 2.12%, 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.