Last Update: 31 July 2020
The High Yield Bonds Income Portfolio is exposed for 0% on the Stock Market.
It's a Low Risk portfolio and it can be replicated with 4 ETFs.
In the last 10 years, the portfolio obtained a 6.15% compound annual return, with a 7.32% standard deviation.
In 2019, the portfolio granted a 5.32% dividend yield. If you are interested in getting periodic income, please refer to the High Yield Bonds Income Portfolio: Dividend Yield page.
Asset Allocation and ETFs
The High Yield Bonds Income Portfolio has the following asset allocation:
The High Yield Bonds Income Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 25.00 % | JNK | SPDR Barclays High Yield Bond ETF | Bond, U.S., Intermediate-Term | |
| 25.00 % | SPLB | SPDR Portfolio Long Term Corporate Bond ETF | Bond, U.S., Long-Term | |
| 25.00 % | EMB | iShares JP Morgan USD Em Mkts Bd | Bond, Emerging Markets, All-Term | |
| 25.00 % | HYG | iShares iBoxx $ High Yield Corporate Bond | Bond, U.S., Intermediate-Term |
Portfolio and ETF Returns
The High Yield Bonds Income Portfolio guaranteed the following returns.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| High Yield Bonds Income Portfolio | +4.97 | +10.04 | +2.16 | +7.49 | +5.64 | +6.14 | +6.15 |
| Components | |||||||
| JNK - SPDR Barclays High Yield Bond ETF | +5.40 | +8.75 | +0.14 | +3.30 | +3.75 | +4.49 | +5.48 |
| SPLB - SPDR Portfolio Long Term Corporate Bond ETF | +5.51 | +10.35 | +8.48 | +19.58 | +10.42 | +9.53 | +7.82 |
| EMB - iShares JP Morgan USD Em Mkts Bd | +3.86 | +13.65 | -0.37 | +3.89 | +4.29 | +5.60 | +5.34 |
| HYG - iShares iBoxx $ High Yield Corporate Bond | +5.06 | +7.53 | +0.17 | +3.33 | +3.90 | +4.79 | +5.66 |
- a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
- the reinvestment of dividends
If you are interested in getting periodic income, please refer to the High Yield Bonds Income Portfolio: Dividend Yield page.
Historical Returns
High Yield Bonds Income Portfolio - Historical returns and stats.
| Period | Returns Jul 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+4.97%
|
0.00%
|
1 - 0 | |
|
3M
|
+10.04%
|
0.00%
|
3 - 0 | |
|
6M
|
+2.16%
|
-11.99%
Feb 2020 - Mar 2020
|
4 - 2 | |
|
YTD
|
+3.24%
|
-11.99%
Feb 2020 - Mar 2020
|
5 - 2 | |
|
1Y
|
+7.49%
|
14.30%
|
-11.99%
Feb 2020 - Mar 2020
|
9 - 3 |
|
3Y
|
+5.64%
annualized
|
9.30%
|
-11.99%
Feb 2020 - Mar 2020
|
22 - 14 |
|
5Y
|
+6.14%
annualized
|
8.11%
|
-11.99%
Feb 2020 - Mar 2020
|
38 - 22 |
|
10Y
|
+6.15%
annualized
|
7.32%
|
-11.99%
Feb 2020 - Mar 2020
|
78 - 42 |
|
MAX
01 Apr 2009
|
+8.88%
annualized
|
7.98%
|
-11.99%
Feb 2020 - Mar 2020
|
91 - 45 |
* Annualized St.Dev. of monthly returns
Best Low Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| High Yield Bonds Income |
+6.15% | 0 | 100 | 0 | ||
| Edge Select Conservative Merrill Lynch |
+4.72% | 21 | 79 | 0 | Compare | |
| 10-year Treasury |
+4.56% | 0 | 100 | 0 | Compare | |
| Dimensional Retirement Income Fund DFA |
+4.38% | 20.4 | 79.6 | 0 | Compare | |
| Robo Advisor 20 Betterment |
+3.77% | 19.9 | 80.1 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns
High Yield Bonds Income Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+7.17% |
+38.01% Apr 2009 - Mar 2010 |
-7.08% Feb 2015 - Jan 2016 |
16.00% |
| 2 Years |
+6.39% |
+23.22% Apr 2009 - Mar 2011 |
-0.35% Mar 2014 - Feb 2016 |
0.88% |
| 3 Years |
+6.16% |
+18.52% Apr 2009 - Mar 2012 |
+0.56% Jan 2013 - Dec 2015 |
0.00% |
| 5 Years |
+5.65% |
+13.72% Apr 2009 - Mar 2014 |
+2.53% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+5.78% |
+9.97% Apr 2009 - Mar 2016 |
+3.02% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+6.73% |
+8.85% Apr 2009 - Mar 2019 |
+5.05% Apr 2010 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
+3.24% | 1.1 | -0.6 | -11.5 | 5.5 | 3.5 | 1.3 | 5.0 | |||||
| 2019 |
+16.98% | 4.7 | 0.6 | 2.1 | 0.8 | -0.3 | 3.5 | 0.5 | 2.3 | -0.4 | 0.2 | 0.3 | 1.7 |
| 2018 |
-4.53% | -0.4 | -2.0 | 0.3 | -0.9 | -0.2 | -0.6 | 1.9 | -0.3 | 0.7 | -2.5 | -0.6 | -0.1 |
| 2017 |
+8.78% | 1.0 | 1.6 | -0.2 | 1.3 | 1.3 | 0.1 | 1.1 | 0.8 | 0.3 | 0.3 | -0.2 | 1.1 |
| 2016 |
+12.01% | -1.0 | 1.6 | 3.6 | 2.8 | 0.1 | 3.1 | 1.8 | 1.4 | 0.2 | -1.5 | -2.5 | 1.9 |
| 2015 |
-3.94% | 2.4 | 0.8 | -0.6 | 0.1 | -0.5 | -2.3 | 0.3 | -1.7 | -1.7 | 2.6 | -1.5 | -1.8 |
| 2014 |
+6.28% | 0.8 | 2.6 | 0.5 | 1.2 | 1.8 | 0.5 | -1.1 | 2.3 | -2.3 | 1.5 | -0.5 | -1.0 |
| 2013 |
-0.40% | -1.1 | 1.1 | 0.0 | 2.9 | -3.7 | -3.1 | 1.5 | -1.5 | 1.2 | 2.7 | -0.5 | 0.4 |
| 2012 |
+12.61% | 1.5 | 1.8 | -1.2 | 1.7 | -1.9 | 3.8 | 2.7 | 0.8 | 0.8 | 1.0 | 0.4 | 0.7 |
| 2011 |
+9.07% | 0.2 | 1.1 | 0.3 | 1.9 | 1.3 | -0.8 | 2.0 | -1.2 | -3.3 | 6.5 | -2.5 | 3.5 |
| 2010 |
+11.52% | -0.4 | 1.1 | 2.2 | 1.8 | -3.2 | 2.0 | 4.1 | 1.4 | 1.9 | 1.3 | -2.3 | 1.3 |