iShares iBoxx $ High Yield Corporate Bond ETF (HYG)

86.83
as of: 10/12/18
C Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares iBoxx $ High Yield Corporate Bond ETF 4 0.22 7.07% -1.06% 0.50%
U.S. All Cap 12 0.99 17.51% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Return
Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.23% 11.23% -8.00%
Year-to-Date 7.07% 17.51% -10.44%
1 Year 6.51% 11.02% -4.52%

Risk, Fees & Styles

(as of 9/30/2018)
RISK PROFILE Help

Fund's Risk

4%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 4% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.50%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$644

Real cost (fees + lost compounding)

$796

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
67%

Return in excess of styles
(over past year)
-1.37%

  • SECTOR
  • U.S. Equities - Growth
  • U.S. Equities - Core
  • U.S. Equities - Value
  • International Equities
  • Alternative Assets
  • Bonds - U.S. Govt.
  • Bonds - Credit & Intl.