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IWY vs. HYGV
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Performance

IWY vs. HYGV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in undefined (IWY) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%OctoberNovemberDecember2025FebruaryMarch
174.14%
36.37%
IWY
HYGV

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Risk-Adjusted Performance

undefined vs. HYGV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for undefined (undefined) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for IWY, currently valued at 0.61, compared to the broader market0.002.004.000.611.91
The chart of Sortino ratio for IWY, currently valued at 0.91, compared to the broader market-2.000.002.004.006.008.0010.0012.000.912.77
The chart of Omega ratio for IWY, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.001.121.35
The chart of Calmar ratio for IWY, currently valued at 0.84, compared to the broader market0.005.0010.0015.0020.000.843.17
The chart of Martin ratio for IWY, currently valued at 2.82, compared to the broader market0.0020.0040.0060.0080.00100.002.8212.88
IWY
HYGV


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50OctoberNovemberDecember2025FebruaryMarch
0.61
1.91
IWY
HYGV

Drawdowns

IWY vs. HYGV - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%OctoberNovemberDecember2025FebruaryMarch
-13.06%
-0.54%
IWY
HYGV

Volatility

IWY vs. HYGV - Volatility Comparison

undefined (IWY) has a higher volatility of 6.98% compared to FlexShares High Yield Value-Scored US Bond Index Fund (HYGV) at 0.86%. This indicates that IWY's price experiences larger fluctuations and is considered to be riskier than HYGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2025FebruaryMarch
6.98%
0.86%
IWY
HYGV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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