Performance analysis of HYGV (FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND)
Annual Return
Over the past 3 years, HYGV has had an average annual return of +7.89%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, HYGV has had an average annual return of +3.40%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jul 18, 2018, HYGV has had an average annual return of +5.01%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.10% | +7.93% | +8.01% | +12.10% | -12.61% | +5.92% | +8.01% | +15.78% | -4.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.65% | -0.06% | -1.10% | +1.77% | +0.44% | +0.19% | +0.21% | +2.10% | |||||
| 2025 | +1.21% | +0.78% | -1.47% | -0.72% | +2.37% | +2% | +0.09% | +1.10% | +1.09% | -0.11% | +0.92% | +0.48% | +7.93% |
| 2024 | +0.39% | +0.57% | +1.08% | -1.25% | +1.22% | +0.47% | +2.19% | +1.36% | +1.59% | -0.94% | +1.84% | -0.72% | +8.01% |
| 2023 | +4.42% | -1.79% | +1.09% | +0.42% | -1.13% | +2.27% | +1.41% | +0.42% | -1.33% | -1.66% | +4.27% | +3.35% | +12.10% |
| 2022 | -2.11% | -1.34% | -1.20% | -4.32% | +0.41% | -7.78% | +6.27% | -3.36% | -4.00% | +3.50% | +3.20% | -1.84% | -12.61% |
| 2021 | +0.10% | +0.78% | +0.88% | +0.93% | +0.08% | +1.61% | +0.06% | +0.54% | +0.00794% | -0.04% | -1.52% | +2.39% | +5.92% |
| 2020 | -0.20% | -1.45% | -13.39% | +5.69% | +4.56% | +0.90% | +5.15% | +0.90% | -0.82% | +0.20% | +5.04% | +2.67% | +8.01% |
| 2019 | +5.31% | +1.57% | +1.39% | +1.78% | -1.79% | +2.55% | +0.05% | +0.61% | +0.84% | -0.33% | +0.09% | +2.86% | +15.78% |
| 2018 | +0.62% | +0.90% | +0.48% | -1.73% | -1.45% | -3.01% | -4.16% |
Drawdown analysis of HYGV (FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND)
The maximum drawdown for the HYGV was -23.47%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current HYGV drawdown is -0.18%.
Since Jul 18, 2018 HYGV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.47% | Feb 20, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -17.13% | Dec 27, 2021 | 189 | Sep 27, 2022 | 410 | May 15, 2024 | 599 |
| -7.91% | Oct 2, 2018 | 57 | Dec 24, 2018 | 42 | Feb 26, 2019 | 99 |
| -5.56% | Feb 28, 2025 | 27 | Apr 8, 2025 | 35 | May 29, 2025 | 62 |
| -2.68% | Feb 20, 2026 | 25 | Mar 27, 2026 | 11 | Apr 14, 2026 | 36 |
| -2.46% | Sep 2, 2020 | 16 | Sep 25, 2020 | 11 | Oct 12, 2020 | 27 |
| -2.33% | Nov 5, 2021 | 16 | Nov 30, 2021 | 16 | Dec 22, 2021 | 32 |
| -2.04% | Oct 12, 2020 | 13 | Oct 29, 2020 | 4 | Nov 4, 2020 | 17 |
| -1.79% | Apr 29, 2019 | 23 | May 31, 2019 | 13 | Jun 19, 2019 | 36 |
| -1.76% | Jul 26, 2019 | 13 | Aug 14, 2019 | 11 | Aug 29, 2019 | 24 |
| -1.67% | Dec 6, 2024 | 9 | Dec 19, 2024 | 19 | Jan 21, 2025 | 28 |
| -1.65% | Sep 17, 2019 | 15 | Oct 8, 2019 | 45 | Dec 11, 2019 | 60 |
| -1.61% | Jan 16, 2020 | 6 | Jan 27, 2020 | 12 | Feb 12, 2020 | 18 |
| -1.48% | Sep 16, 2021 | 17 | Oct 11, 2021 | 19 | Nov 5, 2021 | 36 |
| -1.48% | Feb 12, 2021 | 15 | Mar 8, 2021 | 18 | Apr 1, 2021 | 33 |
| -1.36% | Oct 1, 2025 | 7 | Oct 10, 2025 | 11 | Oct 27, 2025 | 18 |
| -1.22% | Apr 17, 2026 | 22 | May 19, 2026 | 7 | May 29, 2026 | 29 |
| -1.13% | May 15, 2024 | 9 | May 29, 2024 | 10 | Jun 12, 2024 | 19 |
| -1.07% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -1.06% | Jul 7, 2021 | 24 | Aug 10, 2021 | 13 | Aug 27, 2021 | 37 |
| -1.06% | Oct 27, 2025 | 15 | Nov 17, 2025 | 6 | Nov 25, 2025 | 21 |
| -0.99% | Sep 27, 2024 | 18 | Oct 23, 2024 | 11 | Nov 7, 2024 | 29 |
| -0.84% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -0.84% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -0.82% | Jun 20, 2019 | 4 | Jun 26, 2019 | 5 | Jul 3, 2019 | 9 |