USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
USHY Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 7.24% | 7.88% | 4.02% | 4.27% | 5.40% | 4.82% |
| Sharpe Ratio | 1.98 | 1.99 | 1.00 | 0.57 | 1.08 | 0.52 |
| Max Drawdown | -2.43% | -2.43% | -6.63% | -15.56% | -7.64% | -22.44% |
| % Time Invested | 100.0% | 100.0% | 86.3% | 100.0% | 88.5% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.8 | 0.0 | 2.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-01-24 | Open | Open | 33% | $31.19 | $37.10 | 18.94% | Mark-to-Market |
| 2023-04-14 | Open | Open | 34% | $28.87 | $37.10 | 28.50% | Mark-to-Market |
| 2026-04-28 | Open | Interest | 33% | $1.00 | $1.00 | 0.03% | Mark-to-Market |
| 2025-07-15 | 2026-04-28 | Completed | 33% | $35.41 | $37.17 | 4.98% | Signal |
| 2025-04-17 | 2025-07-15 | Interest | 33% | $1.00 | $1.01 | 1.01% | Interest Income |
| 2023-12-21 | 2025-04-17 | Completed | 33% | $31.18 | $33.76 | 8.25% | Signal |
| 2022-06-14 | 2024-01-24 | Interest | 33% | $1.00 | $1.06 | 6.14% | Interest Income |
| 2023-10-30 | 2023-12-21 | Interest | 33% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2023-01-27 | 2023-10-30 | Completed | 33% | $28.63 | $28.77 | 0.49% | Signal |
| 2022-03-07 | 2023-04-14 | Interest | 34% | $1.00 | $1.04 | 3.64% | Interest Income |
| 2021-12-30 | 2023-01-27 | Interest | 33% | $1.00 | $1.03 | 3.20% | Interest Income |
| 2022-04-06 | 2022-06-14 | Completed | 33% | $29.29 | $26.69 | -8.87% | Stop |
| 2022-03-15 | 2022-04-06 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-04-01 | 2022-03-15 | Completed | 33% | $23.95 | $28.87 | 20.55% | Stop |
| 2020-09-25 | 2022-03-07 | Completed | 34% | $27.56 | $29.67 | 7.64% | Signal |
| 2020-07-16 | 2021-12-30 | Completed | 33% | $27.18 | $31.11 | 14.45% | Signal |
| 2020-07-27 | 2020-09-25 | Interest | 34% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2020-07-23 | 2020-07-27 | Completed | 34% | $27.65 | $27.71 | 0.23% | Signal |
| 2020-06-05 | 2020-07-23 | Interest | 34% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-06-05 | 2020-07-16 | Interest | 33% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 33% | $26.96 | $27.28 | 1.21% | Signal |
| 2020-06-03 | 2020-06-05 | Completed | 34% | $26.96 | $27.28 | 1.21% | Signal |
| 2020-04-13 | 2020-06-03 | Interest | 34% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-03-10 | 2020-06-03 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-04-01 | 2020-04-13 | Completed | 34% | $23.95 | $25.93 | 8.28% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-10-23 | 2020-03-10 | Completed | 33% | $27.31 | $26.43 | -3.22% | Stop |
| 2019-10-23 | 2020-03-10 | Completed | 34% | $27.31 | $26.43 | -3.22% | Stop |
| 2019-10-23 | 2020-03-10 | Completed | 33% | $27.31 | $26.43 | -3.22% | Stop |
| 2019-10-21 | 2019-10-23 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2019-10-21 | 2019-10-23 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2019-10-21 | 2019-10-23 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
