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 | 7.33% | 7.33% | 4.01% | 4.85% | 3.49% | 5.27% | 3.41% | 5.00% |
| Sharpe Ratio | 2.12 | 2.12 | 0.92 | 0.83 | 0.68 | 0.80 | 0.68 | 0.76 |
| Max Drawdown | -1.75% | -1.75% | -9.38% | -9.38% | -12.40% | -19.27% | -12.40% | -19.27% |
| % Time Invested | 100.0% | 100.0% | 72.4% | 100.0% | 73.5% | 100.0% | 69.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-12-26 | Open | Open | 100% | $36.12 | $42.55 | 17.79% | Mark-to-Market |
| 2022-08-09 | 2023-12-26 | Interest | 100% | $1.00 | $1.05 | 5.36% | Interest Income |
| 2021-03-25 | 2022-08-09 | Completed | 100% | $33.17 | $32.94 | -0.70% | Signal |
| 2020-09-25 | 2021-03-25 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2020-04-08 | 2020-09-25 | Completed | 100% | $28.12 | $30.87 | 9.78% | Signal |
| 2020-03-17 | 2020-04-08 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2017-01-20 | 2020-03-17 | Completed | 100% | $27.63 | $28.15 | 1.87% | Stop |
| 2016-08-17 | 2017-01-20 | Interest | 100% | $1.00 | $1.01 | 0.85% | Interest Income |
| 2016-08-12 | 2016-08-17 | Completed | 100% | $26.58 | $26.68 | 0.36% | Signal |
| 2015-10-09 | 2016-08-12 | Interest | 100% | $1.00 | $1.02 | 1.58% | Interest Income |
Return Distribution Analysis
