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ISIN
US09789C8047
Issuer
BondBloxx
Inception Date
May 24, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
ICE BofA Single-B US Cash Pay High Yield Constrained Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$58M

Share Price Chart


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Performance

XB Performance Chart

BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) is up 2.1% since the beginning of the year. XB is currently trading at $39 per share.


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S&P 500 Index

Returns By Period

BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) has returned 2.07% so far this year and 6.98% over the past 12 months.


BondBloxx B Rated USD High Yield Corporate Bond ETF

1D
-0.49%
1M
1.07%
YTD
2.07%
6M
2.60%
1Y
6.98%
3Y*
8.25%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-1.21%
1M
0.23%
YTD
8.39%
6M
10.39%
1Y
24.03%
3Y*
18.94%
5Y*
12.24%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XB Monthly Returns History

Based on dividend-adjusted daily data since May 26, 2022, XB's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, an investment would double in approximately 10.7 years.

Historically, 66% of months were positive and 34% were negative. The best month was Jul 2022 with a return of +6.3%, while the worst month was Jun 2022 at -7.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, XB closed higher 54% of trading days. The best single day was Nov 10, 2022 with a return of +3.0%, while the worst single day was Jun 13, 2022 at -3.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.61%-0.02%-0.79%1.66%0.72%-0.11%2.07%
20251.30%0.72%-1.51%-0.07%1.67%2.02%0.20%0.89%0.87%-0.03%0.80%0.73%7.81%
20240.16%0.46%1.05%-1.00%1.26%0.53%1.98%1.35%1.21%-0.64%1.66%-0.80%7.41%
20233.84%-1.49%1.89%0.27%-0.80%1.93%1.16%0.35%-1.28%-1.02%4.38%3.22%12.94%
20221.39%-7.39%6.30%-3.37%-3.99%3.88%3.06%-2.06%-2.91%

Benchmark Metrics

BondBloxx B Rated USD High Yield Corporate Bond ETF has an annualized alpha of 1.17%, beta of 0.33, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since May 26, 2022.

  • This ETF participated in 42.52% of S&P 500 Index downside but only 33.88% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.33 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.17%
Beta
0.33
0.54
Upside Capture
33.88%
Downside Capture
42.52%

Expense Ratio

XB has an expense ratio of 0.30%, placing it in the medium range.


Return for Risk

Risk / Return Rank

XB ranks 68 for risk / return — better than 68% 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.


XB Risk / Return Rank: 6868
Overall Rank
XB Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
XB Sortino Ratio Rank: 6767
Sortino Ratio Rank
XB Omega Ratio Rank: 6565
Omega Ratio Rank
XB Calmar Ratio Rank: 7070
Calmar Ratio Rank
XB Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BondBloxx B Rated USD High Yield Corporate Bond ETF (XB) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

+0.19

Omega ratioGain probability vs. loss probability

1.36

1.35

+0.01

Calmar ratioReturn relative to maximum drawdown

3.25

2.65

+0.60

Martin ratioReturn relative to average drawdown

14.09

11.88

+2.21

Dividends

Dividend History

BondBloxx B Rated USD High Yield Corporate Bond ETF provided a 7.06% dividend yield over the last twelve months, with an annual payout of $2.76 per share.


5.00%5.50%6.00%6.50%7.00%7.50%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$2.76$2.75$3.04$3.11$1.90

Dividend yield

7.06%6.96%7.74%7.87%5.01%

Monthly Dividends

The table displays the monthly dividend distributions for BondBloxx B Rated USD High Yield Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.23$0.21$0.23$0.23$0.22$1.13
2025$0.00$0.17$0.22$0.24$0.24$0.24$0.23$0.25$0.23$0.23$0.23$0.47$2.75
2024$0.00$0.27$0.25$0.26$0.26$0.26$0.24$0.26$0.25$0.24$0.24$0.49$3.04
2023$0.00$0.25$0.24$0.26$0.26$0.30$0.23$0.26$0.27$0.25$0.26$0.52$3.11
2022$0.27$0.27$0.27$0.30$0.27$0.53$1.90

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BondBloxx B Rated USD High Yield Corporate 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 BondBloxx B Rated USD High Yield Corporate Bond ETF was 9.25%, occurring on Sep 27, 2022. Recovery took 87 trading sessions.

The current BondBloxx B Rated USD High Yield Corporate Bond ETF drawdown is 0.49%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-9.25%Sep 2022
1mo 12d4mo 7d
5mo 19dAug 2022 - Feb 2023
Bear market2022
-7.72%Jun 2022
1mo1mo 16d
2mo 16dMay 2022 - Aug 2022
2025 selloff2025
-5.36%Apr 2025
1mo 10d1mo 26d
3mo 6dFeb 2025 - Jun 2025
2023 pullback2023
-4.57%Mar 2023
1mo 8d3mo 19d
4mo 27dFeb 2023 - Jun 2023
2023 pullback2023
-3.33%Oct 2023
1mo 20d15d
2mo 5dAug 2023 - Nov 2023

Drawdown Indicators


XBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.25%

-56.78%

+47.53%

Max Drawdown (1Y)

Largest decline over 1 year

-2.16%

-9.10%

+6.94%

Max Drawdown (3Y)

Largest decline over 3 years

-5.36%

-18.90%

+13.54%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.49%

-2.49%

+2.00%

Average Drawdown

Average peak-to-trough decline

-1.31%

-10.72%

+9.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

2.03%

-1.53%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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