Performance analysis of BLHY (VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF)
Annual Return
Over the past 3 years, BLHY has had an average annual return of +4.22%, underperforming the benchmark SPY, which returned +7.19% annual.
Over the past 5 years, BLHY has had an average annual return of -0.15%, underperforming the benchmark SPY, which returned +4.59% annual.
Since Dec 6, 2016, BLHY has had an average annual return of +2.69%, underperforming the benchmark SPY, which returned +12.79% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.20% | -10.02% | +5.56% | +5.21% | +9.76% | -1.87% | +3.33% | +0.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +3.72% | -1.75% | +1.15% | +1.17% | -1.49% | +2.13% | +1.64% | +0.53% | -0.83% | -1.34% | +3.17% | +8.20% | |
| 2022 | -2.17% | -0.94% | -0.71% | -3.43% | -0.44% | -6.49% | +4.27% | -0.90% | -3.77% | +2.68% | +2.57% | -0.69% | -10.02% |
| 2021 | +0.86% | +0.24% | +0.14% | +1.11% | -0.07% | +1.66% | +0.04% | +0.39% | +0.33% | -0.23% | -0.87% | +1.85% | +5.56% |
| 2020 | +0.53% | -0.66% | -9.15% | +3.27% | +2.52% | +0.37% | +3.39% | +0.47% | -0.90% | +0.53% | +3.45% | +1.92% | +5.21% |
| 2019 | +3.39% | +1.72% | +0.08% | +0.81% | +0.52% | -0.42% | +0.70% | -0.18% | +0.54% | +0.00919% | +0.70% | +1.55% | +9.76% |
| 2018 | +1.07% | -0.34% | -0.12% | -0.37% | +0.85% | +0.20% | +0.48% | +0.69% | -0.17% | +0.26% | -1.59% | -2.79% | -1.87% |
| 2017 | -0.17% | +0.69% | -0.16% | +0.73% | +0.92% | -0.45% | +0.69% | +0.40% | +0.06% | +0.48% | +0.11% | +0% | +3.33% |
Drawdown analysis of BLHY (VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF)
The maximum drawdown for the BLHY was -14.39%, occurring on Mar 24, 2020. Recovery took 140 trading sessions.
The current BLHY drawdown is -2.67%.
Since Dec 6, 2016 BLHY has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.39% | Feb 20, 2020 | 23 | Mar 24, 2020 | 140 | Oct 12, 2020 | 163 |
| -14.14% | Dec 27, 2021 | 191 | Sep 29, 2022 | Ongoing | Ongoing | Ongoing |
| -5.45% | Sep 17, 2018 | 68 | Dec 24, 2018 | 58 | Mar 20, 2019 | 126 |
| -1.81% | Nov 9, 2021 | 12 | Nov 26, 2021 | 20 | Dec 27, 2021 | 32 |
| -1.64% | Jan 26, 2018 | 11 | Feb 12, 2018 | 78 | Jun 5, 2018 | 89 |
| -1.51% | Feb 10, 2021 | 26 | Mar 19, 2021 | 13 | Apr 8, 2021 | 39 |
| -1.38% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -1.22% | May 20, 2019 | 66 | Aug 22, 2019 | 13 | Sep 11, 2019 | 79 |
| -1.15% | Nov 1, 2017 | 9 | Nov 14, 2017 | 33 | Jan 3, 2018 | 42 |
| -1.14% | Mar 1, 2017 | 17 | Mar 24, 2017 | 20 | Apr 24, 2017 | 37 |
| -1.12% | Jul 9, 2021 | 7 | Jul 20, 2021 | 31 | Sep 1, 2021 | 38 |
| -0.91% | Aug 2, 2017 | 7 | Aug 11, 2017 | 14 | Aug 31, 2017 | 21 |
| -0.89% | May 31, 2017 | 15 | Jun 21, 2017 | 20 | Jul 20, 2017 | 35 |
| -0.83% | Sep 14, 2021 | 21 | Oct 13, 2021 | 17 | Nov 5, 2021 | 38 |
| -0.77% | Apr 16, 2019 | 6 | Apr 25, 2019 | 7 | May 6, 2019 | 13 |
| -0.75% | Nov 10, 2020 | 3 | Nov 13, 2020 | 6 | Nov 23, 2020 | 9 |
| -0.73% | Oct 1, 2019 | 9 | Oct 14, 2019 | 19 | Nov 8, 2019 | 28 |
| -0.65% | Jun 25, 2018 | 6 | Jul 3, 2018 | 10 | Jul 18, 2018 | 16 |
| -0.61% | Aug 31, 2018 | 4 | Sep 7, 2018 | 6 | Sep 17, 2018 | 10 |
| -0.59% | Mar 26, 2019 | 2 | Mar 28, 2019 | 5 | Apr 4, 2019 | 7 |
| -0.56% | May 7, 2021 | 5 | May 14, 2021 | 11 | Jun 1, 2021 | 16 |
| -0.55% | Jan 29, 2020 | 3 | Feb 3, 2020 | 6 | Feb 11, 2020 | 9 |
| -0.52% | Dec 20, 2019 | 1 | Dec 23, 2019 | 14 | Jan 14, 2020 | 15 |
| -0.50% | Sep 1, 2017 | 1 | Sep 5, 2017 | 14 | Sep 25, 2017 | 15 |
| -0.48% | Sep 24, 2019 | 3 | Sep 27, 2019 | 2 | Oct 1, 2019 | 5 |