Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HYXE (iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF) | NA | 9.10% | 0.58% | 3.40% | NA | NA | NA | … | … |
Data as of 01/29/2024, Common starting date is 06/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYXE (iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF) | 06/17/2016 | 01/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 9.10 | 0.58 | 3.40 | NA | NA | NA | … | … | 0.40 | 12.96 | -11.89 | 2.04 | 5.66 | 14.88 | -0.26 | 6.52 | 5.27 |
| Sharpe Ratio | NA | 0.55 | -0.16 | 0.19 | NA | NA | NA | … | … | 0.27 | 1.12 | -1.11 | 0.54 | 0.32 | 2.82 | -0.36 | 1.71 | 1.56 |
| Standard Deviation(%) | NA | 7.60 | 8.64 | 10.24 | NA | NA | NA | … | … | 6.31 | 7.89 | 12.01 | 3.76 | 16.92 | 4.78 | 4.34 | 3.47 | 6.24 |
| Draw Down(%) | NA | 5.18 | 16.44 | 18.75 | NA | NA | NA | … | … | 1.20 | 5.18 | 15.73 | 2.75 | 18.75 | 1.18 | 5.07 | 1.90 | 2.57 |
| Yield(%) | 0.00 | 6.06 | 4.53 | 4.93 | 3.98 | 2.65 | 1.99 | … | … | 0.00 | 6.23 | 4.51 | 3.96 | 4.59 | 5.76 | 5.77 | 5.88 | 3.21 |
Data as of 01/29/2024, Common starting date is 06/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYXE (iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF) |
-2.42%
Sep 2019 – Sep 2022 |
0.87%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYXE (iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF) |
7.39%
Dec 2018 – Dec 2021 |
5.99%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart