Performance analysis of SHYM (iShares High Yield Muni Income Active ETF)
Annual Return
Over the past 3 years, SHYM has had an average annual return of +6.01%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SHYM has had an average annual return of +0.99%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 18, 2021, SHYM has had an average annual return of +1.84%, underperforming the benchmark SPY, which returned +14.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.92% | +2.59% | +7% | +9.67% | -15.98% | +6.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.90% | +0.79% | -1.88% | +1.27% | +0.73% | +0.12% | +1.92% | ||||||
| 2025 | +0.92% | +1.75% | -1.89% | -0.62% | -0.36% | +0.59% | -0.47% | +0.15% | +1.50% | +0.47% | +0.29% | +0.28% | +2.59% |
| 2024 | +0.04% | +0.60% | +1.62% | -0.91% | +1.44% | +1.44% | +1.92% | +0.51% | +1.02% | -1.23% | +2.04% | -1.62% | +7% |
| 2023 | +4.53% | -3.33% | +1.90% | +1.25% | -1.07% | +1.84% | +0.06% | -1.86% | -3.30% | -2.00% | +8.42% | +3.48% | +9.67% |
| 2022 | -3.37% | -0.48% | -4.68% | -5.32% | +1.77% | -4.76% | +5.68% | -3.13% | -6.58% | -2.27% | +7.38% | -0.48% | -15.98% |
| 2021 | +0.60% | +1.97% | +1.31% | +1.78% | +1.74% | -0.54% | -0.96% | -1.03% | +1.47% | +0.24% | +6.71% |
Drawdown analysis of SHYM (iShares High Yield Muni Income Active ETF)
The maximum drawdown for the SHYM was -22.56%, occurring on Oct 24, 2022. Recovery took 588 trading sessions.
Since Mar 18, 2021 SHYM has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.56% | Jul 19, 2021 | 320 | Oct 24, 2022 | 588 | Feb 28, 2025 | 908 |
| -8.06% | Feb 28, 2025 | 30 | Apr 11, 2025 | 182 | Jan 2, 2026 | 212 |
| -2.23% | Feb 27, 2026 | 19 | Mar 26, 2026 | 44 | May 29, 2026 | 63 |
| -0.72% | Jun 10, 2021 | 11 | Jun 25, 2021 | 5 | Jul 2, 2021 | 16 |
| -0.27% | Apr 15, 2021 | 2 | Apr 19, 2021 | 3 | Apr 22, 2021 | 5 |
| -0.27% | Jan 14, 2026 | 3 | Jan 20, 2026 | 5 | Jan 27, 2026 | 8 |
| -0.18% | Feb 4, 2026 | 2 | Feb 6, 2026 | 4 | Feb 12, 2026 | 6 |
| -0.13% | Apr 28, 2021 | 3 | May 3, 2021 | 2 | May 5, 2021 | 5 |
| -0.12% | May 6, 2021 | 4 | May 12, 2021 | 1 | May 13, 2021 | 5 |
| -0.10% | Mar 26, 2021 | 1 | Mar 29, 2021 | 1 | Mar 30, 2021 | 2 |
| -0.06% | Jul 12, 2021 | 1 | Jul 13, 2021 | 1 | Jul 14, 2021 | 2 |
| -0.05% | Jan 12, 2026 | 1 | Jan 13, 2026 | 1 | Jan 14, 2026 | 2 |
| -0.05% | Feb 23, 2026 | 1 | Feb 24, 2026 | 3 | Feb 27, 2026 | 4 |
| -0.04% | Apr 13, 2021 | 1 | Apr 14, 2021 | 1 | Apr 15, 2021 | 2 |
| -0.04% | Apr 23, 2021 | 1 | Apr 26, 2021 | 1 | Apr 27, 2021 | 2 |
| -0.04% | May 18, 2021 | 1 | May 19, 2021 | 1 | May 20, 2021 | 2 |
| -0.04% | May 27, 2021 | 1 | May 28, 2021 | 1 | Jun 1, 2021 | 2 |
| -0.04% | Jun 2, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -0.03% | May 14, 2021 | 1 | May 17, 2021 | 1 | May 18, 2021 | 2 |
| -0.03% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -0.03% | Jan 27, 2026 | 1 | Jan 28, 2026 | 1 | Jan 29, 2026 | 2 |
| -0.03% | Feb 17, 2026 | 1 | Feb 18, 2026 | 2 | Feb 20, 2026 | 3 |