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Performance analysis of HYGH (ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF)

Annual Return

Over the past 3 years, HYGH has had an average annual return of +9.76%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, HYGH has had an average annual return of +6.98%, underperforming the benchmark SPY, which returned +14.05% annual.

Over the past 10 years, HYGH has had an average annual return of +6.37%, underperforming the benchmark SPY, which returned +15.53% annual.

Since May 29, 2014, HYGH has had an average annual return of +4.71%, underperforming the benchmark SPY, which returned +14.03% annual.

202620252024202320222021202020192018201720162015
+2.93%+6.92%+11.23%+12.17%-0.93%+5.81%+0.53%+11.07%-0.85%+6.39%+13.19%-6.51%
2014
-3.08%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.63%-0.66%+0.40%+1.83%+0.78%-0.06%+2.93%
2025+0.90%+0.13%-1.20%-0.58%+2.47%+1.49%+0.54%+0.52%+1.03%+0.14%+0.42%+0.90%+6.92%
2024+0.68%+1.58%+1.17%+0.30%+1.04%-0.15%+1.10%+1.12%+1.21%+0.68%+1.56%+0.40%+11.23%
2023+2.35%+0.35%-0.27%+0.24%-0.26%+3.14%+1.40%+0.69%-0.34%-0.20%+2.89%+1.63%+12.17%
2022-1.39%-0.52%+1.60%-2.43%+0.87%-6.17%+5.12%-1.73%-0.80%+4.27%+1.46%-0.72%-0.93%
2021-0.09%+0.74%+1.77%+0.25%-0.10%+1.11%-0.47%+0.75%+0.14%+0.31%-1.11%+2.41%+5.81%
2020-1.45%-2.39%-10.75%+4.36%+2.53%-0.43%+4.61%+0.27%-0.91%+0.79%+3.04%+1.83%+0.53%
2019+4.82%+1.32%+0.31%+1.15%-3.17%+2.57%+0.41%-0.71%+0.99%-0.02%+0.82%+2.26%+11.07%
2018+1.35%-0.30%-0.59%+1.38%-0.37%+0.40%+2.03%+0.55%+0.82%-1.45%-1.19%-3.35%-0.85%
2017+0.93%+1.52%-0.16%+0.42%+0.63%+0.53%+0.94%-0.46%+1.32%+0.43%-0.00918%+0.16%+6.39%

Drawdown analysis of HYGH (ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF)

The maximum drawdown for the HYGH was -23.87%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current HYGH drawdown is -0.14%.

Since May 29, 2014 HYGH has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-23.87%Jan 16, 202045Mar 23, 2020193Dec 24, 2020238
-18.41%Jun 23, 2014413Feb 11, 2016207Dec 7, 2016620
-8.24%Apr 4, 202260Jun 30, 2022115Dec 13, 2022175
-8.06%Feb 20, 202531Apr 4, 202525May 12, 202556
-7.58%Oct 1, 201858Dec 24, 201866Apr 1, 2019124
-4.78%Dec 27, 202153Mar 14, 202215Apr 4, 202268
-4.76%Mar 6, 20237Mar 15, 202355Jun 2, 202362
-3.73%Jul 23, 20249Aug 5, 202411Aug 20, 202420
-3.60%Apr 12, 201934Jun 3, 201971Sep 12, 2019105
-2.77%Dec 13, 202210Dec 28, 20227Jan 9, 202317
-2.50%Mar 1, 201714Mar 21, 201735May 10, 201749
-2.45%Feb 2, 202312Feb 21, 20238Mar 3, 202320
-2.30%Jan 26, 201810Feb 9, 201842Apr 12, 201852
-1.90%Sep 16, 201913Oct 3, 201912Oct 21, 201925
-1.81%Oct 20, 201718Nov 15, 201731Jan 2, 201849
-1.79%Nov 5, 202114Nov 26, 20217Dec 7, 202121
-1.76%Sep 18, 202325Oct 23, 20238Nov 2, 202333
-1.76%Jul 25, 201712Aug 10, 201726Sep 18, 201738
-1.71%Jul 1, 202111Jul 19, 202132Sep 1, 202143
-1.62%Jan 22, 202646Mar 30, 20264Apr 6, 202650
-1.51%Jun 14, 201811Jun 29, 201816Jul 24, 201827
-1.50%May 10, 201812May 29, 20186Jun 6, 201818
-1.33%Oct 6, 20254Oct 10, 202511Oct 27, 202515
-1.28%Jun 1, 201714Jun 21, 20178Jul 3, 201722
-1.15%Jan 13, 20233Jan 19, 20239Feb 1, 202312