iShares iBoxx $ High Yield Corporate Bond ETF (HYG)

$86.93
B 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 5 0.27 8.16% 3.14% 0.50%
U.S. All Cap 15 0.99 20.69% - -

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

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -0.03% 3.14% -3.18%
Year-to-Date 8.16% 20.69% -12.53%
1 Year 5.29% 7.52% -2.23%

Risk, Fees & Styles

(as of 5/31/2019)
RISK PROFILE Help

Fund's Risk

5%

(low)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 5% 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)
75%

Return in excess of styles
(over past year)
-0.24%