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 | 7.88% | 7.88% | 2.56% | 4.27% | 3.45% | 4.82% |
| Sharpe Ratio | 1.99 | 1.99 | 0.51 | 0.57 | 0.49 | 0.52 |
| Max Drawdown | -2.43% | -2.43% | -15.08% | -15.56% | -15.08% | -22.44% |
| % Time Invested | 100.0% | 100.0% | 68.2% | 100.0% | 74.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.2 | 0.0 | 0.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-01-30 | Open | Open | 100% | $31.38 | $37.10 | 18.22% | Mark-to-Market |
| 2022-07-20 | 2024-01-30 | Interest | 100% | $1.00 | $1.06 | 5.90% | Interest Income |
| 2022-07-08 | 2022-07-20 | Completed | 100% | $27.16 | $27.71 | 2.00% | Signal |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2020-04-08 | 2022-06-14 | Completed | 100% | $24.27 | $26.69 | 9.99% | Stop |
| 2020-03-17 | 2020-04-08 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-10-23 | 2020-03-17 | Completed | 100% | $27.31 | $24.20 | -11.39% | Stop |
| 2019-10-21 | 2019-10-23 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
