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% | 5.44% | 4.27% | 3.81% | 4.82% |
| Sharpe Ratio | 1.99 | 1.99 | 1.10 | 0.57 | 0.63 | 0.52 |
| Max Drawdown | -2.43% | -2.43% | -5.64% | -15.56% | -14.42% | -22.44% |
| % Time Invested | 100.0% | 100.0% | 81.7% | 100.0% | 80.6% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2023-01-18 | Open | Open | 100% | $28.84 | $37.10 | 28.63% | Mark-to-Market |
| 2022-02-16 | 2023-01-18 | Interest | 100% | $1.00 | $1.03 | 2.86% | Interest Income |
| 2020-07-23 | 2022-02-16 | Completed | 100% | $27.65 | $29.66 | 7.26% | Signal |
| 2020-06-05 | 2020-07-23 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 100% | $26.96 | $27.28 | 1.21% | Signal |
| 2020-03-17 | 2020-06-03 | Interest | 100% | $1.00 | $1.00 | 0.15% | 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
