SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SHYG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 6.86% | 7.33% | 4.81% | 4.85% | 4.83% | 5.27% | 4.68% | 5.00% |
| Sharpe Ratio | 2.16 | 2.12 | 1.39 | 0.83 | 1.34 | 0.80 | 1.33 | 0.76 |
| Max Drawdown | -1.75% | -1.75% | -4.53% | -9.38% | -6.94% | -19.27% | -6.94% | -19.27% |
| % Time Invested | 100.0% | 100.0% | 88.8% | 100.0% | 93.5% | 100.0% | 88.6% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 1.2 | 0.0 | 2.3 | 0.0 | 2.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-12-20 | Open | Open | 33% | $36.06 | $42.55 | 17.98% | Mark-to-Market |
| 2023-03-28 | Open | Open | 34% | $32.94 | $42.55 | 29.17% | Mark-to-Market |
| 2026-04-24 | Open | Interest | 33% | $1.00 | $1.00 | 0.07% | Mark-to-Market |
| 2025-07-17 | 2026-04-24 | Completed | 33% | $40.66 | $42.65 | 4.88% | Signal |
| 2025-04-25 | 2025-07-17 | Interest | 33% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2024-01-04 | 2025-04-25 | Completed | 33% | $35.93 | $39.44 | 9.78% | Signal |
| 2023-12-11 | 2024-01-04 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-07-18 | 2023-12-20 | Interest | 33% | $1.00 | $1.05 | 5.50% | Interest Income |
| 2023-12-07 | 2023-12-11 | Completed | 33% | $35.53 | $35.42 | -0.29% | Signal |
| 2023-11-14 | 2023-12-07 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-06-21 | 2023-11-14 | Completed | 33% | $33.89 | $34.98 | 3.24% | Signal |
| 2023-05-26 | 2023-06-21 | Interest | 33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2023-01-13 | 2023-05-26 | Completed | 33% | $33.52 | $33.40 | -0.35% | Signal |
| 2022-03-03 | 2023-03-28 | Interest | 34% | $1.00 | $1.03 | 3.49% | Interest Income |
| 2021-12-22 | 2023-01-13 | Interest | 33% | $1.00 | $1.03 | 3.10% | Interest Income |
| 2022-07-07 | 2022-07-18 | Completed | 33% | $31.54 | $31.98 | 1.38% | Signal |
| 2022-06-13 | 2022-07-07 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2021-03-19 | 2022-06-13 | Completed | 33% | $33.00 | $31.65 | -4.10% | Stop |
| 2020-10-15 | 2022-03-03 | Completed | 34% | $31.42 | $33.71 | 7.29% | Signal |
| 2020-07-29 | 2021-12-22 | Completed | 33% | $31.04 | $34.15 | 10.02% | Signal |
| 2020-10-08 | 2021-03-19 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2020-06-05 | 2020-10-15 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2020-04-01 | 2020-10-08 | Completed | 33% | $27.77 | $31.47 | 13.34% | Signal |
| 2020-06-05 | 2020-07-29 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-05-27 | 2020-06-05 | Completed | 33% | $29.72 | $30.74 | 3.43% | Signal |
| 2020-05-27 | 2020-06-05 | Completed | 34% | $29.72 | $30.74 | 3.43% | Signal |
| 2020-03-10 | 2020-05-27 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-10 | 2020-05-27 | Interest | 34% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-04-30 | 2020-03-10 | Completed | 34% | $30.81 | $30.17 | -2.08% | Stop |
| 2019-03-22 | 2020-03-10 | Completed | 33% | $30.48 | $30.17 | -1.01% | Stop |
| 2017-01-11 | 2020-03-10 | Completed | 33% | $27.68 | $30.17 | 9.01% | Stop |
| 2019-04-05 | 2019-04-30 | Interest | 34% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-04-03 | 2019-04-05 | Completed | 34% | $30.65 | $30.65 | 0.02% | Signal |
| 2019-01-31 | 2019-04-03 | Interest | 34% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2018-12-06 | 2019-03-22 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2018-09-04 | 2019-01-31 | Completed | 34% | $29.75 | $30.02 | 0.90% | Signal |
| 2018-06-12 | 2018-12-06 | Completed | 33% | $29.36 | $29.36 | -0.01% | Signal |
| 2018-08-10 | 2018-09-04 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-08-07 | 2018-08-10 | Completed | 34% | $29.68 | $29.60 | -0.26% | Signal |
| 2018-06-19 | 2018-08-07 | Interest | 34% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2018-06-12 | 2018-06-19 | Completed | 34% | $29.36 | $29.40 | 0.13% | Signal |
| 2018-03-29 | 2018-06-12 | Interest | 34% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2018-01-18 | 2018-06-12 | Interest | 33% | $1.00 | $1.01 | 1.13% | Interest Income |
| 2016-07-19 | 2018-03-29 | Completed | 34% | $26.44 | $28.92 | 9.42% | Signal |
| 2016-05-10 | 2018-01-18 | Completed | 33% | $25.43 | $28.99 | 14.02% | Signal |
| 2016-08-17 | 2017-01-11 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2016-08-12 | 2016-08-17 | Completed | 33% | $26.58 | $26.68 | 0.36% | Signal |
| 2015-10-09 | 2016-08-12 | Interest | 33% | $1.00 | $1.02 | 1.58% | Interest Income |
| 2015-10-09 | 2016-07-19 | Interest | 34% | $1.00 | $1.01 | 1.47% | Interest Income |
| 2015-10-09 | 2016-05-10 | Interest | 33% | $1.00 | $1.01 | 1.15% | Interest Income |
Return Distribution Analysis
