Virtus Newfleet Short Duration High Yield Bond ETF (VSHY)

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

Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) has returned -0.10% so far this year and 6.01% over the past 12 months.

Based on dividend-adjusted daily data since Nov 28, 2023, VSHY's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 76% of months were positive and 24% were negative. The best month was Dec 2023 with a return of +3.2%, while the worst month was Apr 2024 at -1.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.

On a daily basis, VSHY closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +2.4%, while the worst single day was Apr 10, 2025 at -1.4%.

Virtus Newfleet Short Duration High Yield Bond ETF has an annualized alpha of 4.74%, beta of 0.19, and R² of 0.46 versus S&P 500 Index. Calculated based on daily prices since November 29, 2023.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (33.37%) than losses (19.05%) — typical of diversified or defensive assets.
• Beta of 0.19 may look defensive, but with R² of 0.46 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 0.46 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

VSHY has an expense ratio of 0.40%, placing it in the medium range.

VSHY ranks 69 for risk / return — better than 69% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) and compare them to a chosen benchmark (S&P 500 Index).

Virtus Newfleet Short Duration High Yield Bond ETF provided a 6.56% dividend yield over the last twelve months, with an annual payout of $1.41 per share.

The table displays the monthly dividend distributions for Virtus Newfleet Short Duration High Yield Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Virtus Newfleet Short Duration High Yield Bond 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 Virtus Newfleet Short Duration High Yield Bond ETF was 4.55%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.

The current Virtus Newfleet Short Duration High Yield Bond ETF drawdown is 1.22%.

The chart below shows the rolling one-month volatility.