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% | 5.90% | 4.85% | 4.65% | 5.27% | 4.51% | 5.00% |
| Sharpe Ratio | 2.12 | 2.12 | 1.40 | 0.83 | 1.00 | 0.80 | 1.00 | 0.76 |
| Max Drawdown | -1.75% | -1.75% | -4.53% | -9.38% | -12.40% | -19.27% | -12.40% | -19.27% |
| % Time Invested | 100.0% | 100.0% | 83.4% | 100.0% | 86.6% | 100.0% | 82.1% | 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 |
|---|---|---|---|---|---|---|---|
| 2022-12-23 | Open | Open | 100% | $32.80 | $42.55 | 29.73% | Mark-to-Market |
| 2022-02-25 | 2022-12-23 | Interest | 100% | $1.00 | $1.03 | 2.59% | Interest Income |
| 2020-08-10 | 2022-02-25 | Completed | 100% | $31.29 | $33.59 | 7.35% | Signal |
| 2020-06-05 | 2020-08-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-05-27 | 2020-06-05 | Completed | 100% | $29.72 | $30.74 | 3.43% | Signal |
| 2020-03-17 | 2020-05-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2019-02-12 | 2020-03-17 | Completed | 100% | $30.15 | $28.15 | -6.62% | Stop |
| 2018-12-31 | 2019-02-12 | Interest | 100% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2016-05-05 | 2018-12-31 | Completed | 100% | $25.46 | $28.90 | 13.51% | Signal |
| 2015-10-09 | 2016-05-05 | Interest | 100% | $1.00 | $1.01 | 1.13% | Interest Income |
Return Distribution Analysis
