PortfoliosLab logo

WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY)

ETF · Currency in USD
Issuer
WisdomTree
Inception Date
Apr 27, 2016
Region
North America (U.S.)
Category
High Yield Bonds
Expense Ratio
0.38%
Index Tracked
WisdomTree Fundamental U.S. Short-term High Yield Corporate Bond Index
Asset Class
Bond

SFHYPrice Chart


Chart placeholderClick Calculate to get results

SFHYPerformance

The chart shows the growth of $10,000 invested in WisdomTree U.S. Short Term High Yield Corporate Bond Fund on Apr 28, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,965 for a total return of roughly -0.35%. All prices are adjusted for splits and dividends.


SFHY (WisdomTree U.S. Short Term High Yield Corporate Bond Fund)
Benchmark (S&P 500)

SFHYReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.09%-2.18%
6M0.35%5.63%
YTD1.11%16.11%
1Y3.19%25.42%
5Y-0.48%15.36%
10Y-0.06%14.39%

SFHYMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

SFHYSharpe 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 WisdomTree U.S. Short Term High Yield Corporate Bond Fund Sharpe ratio is 1.07. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


SFHY (WisdomTree U.S. Short Term High Yield Corporate Bond Fund)
Benchmark (S&P 500)

SFHYDividends


WisdomTree U.S. Short Term High Yield Corporate Bond Fund doesn't pay dividends

SFHYDrawdowns Chart

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


SFHY (WisdomTree U.S. Short Term High Yield Corporate Bond Fund)
Benchmark (S&P 500)

SFHYWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree U.S. Short Term High Yield Corporate Bond Fund. 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 WisdomTree U.S. Short Term High Yield Corporate Bond Fund is 20.75%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.75%Apr 5, 2017746Mar 23, 2020
-2.75%May 27, 201622Jun 28, 2016192Apr 3, 2017214
-0.49%May 23, 20161May 23, 20161May 24, 20162
-0.02%May 18, 20161May 18, 20162May 20, 20163

SFHYVolatility Chart

Current WisdomTree U.S. Short Term High Yield Corporate Bond Fund volatility is 0.00%. 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.


SFHY (WisdomTree U.S. Short Term High Yield Corporate Bond Fund)
Benchmark (S&P 500)

Portfolios with WisdomTree U.S. Short Term High Yield Corporate Bond Fund


Loading data...

More Tools for WisdomTree U.S. Short Term High Yield Corporate Bond Fund