Last Update: 31 May 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 6.14% compound annual return, with a 7.29% 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:

0% Stocks
100% Fixed Income
0% Commodities

The High Yield Bonds Income Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
25.00 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
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 % 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.

HIGH YIELD BONDS INCOME PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
High Yield Bonds Income Portfolio +3.47 -3.39 -1.24 +5.09 +3.89 +4.42 +6.14
Components
EMB - iShares JP Morgan USD Em Mkts Bd +6.27 -5.66 -2.91 +1.31 +2.14 +3.84 +5.30
JNK - SPDR Barclays High Yield Bond ETF +3.54 -3.23 -3.18 +1.56 +2.42 +2.89 +5.58
SPLB - SPDR Portfolio Long Term Corporate Bond ETF +1.43 -1.89 +3.84 +15.46 +8.07 +7.47 +7.52
HYG - iShares iBoxx $ High Yield Corporate Bond +2.95 -2.84 -2.71 +2.22 +2.79 +3.38 +5.85
(*) annualized
Portfolio returns are calculated assuming:
  • 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.

HIGH YIELD BONDS INCOME PORTFOLIO
Last Update: 31 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.47%
0.00%
1 - 0
3M
-3.39%
-11.48%
Mar 2020 - Mar 2020
2 - 1
6M
-1.24%
-11.99%
Feb 2020 - Mar 2020
4 - 2
YTD
-2.93%
-11.99%
Feb 2020 - Mar 2020
3 - 2
1Y
+5.09%
13.90%
-11.99%
Feb 2020 - Mar 2020
9 - 3
3Y
+3.89%
annualized
8.92%
-11.99%
Feb 2020 - Mar 2020
22 - 14
5Y
+4.42%
annualized
7.94%
-11.99%
Feb 2020 - Mar 2020
37 - 23
10Y
+6.14%
annualized
7.29%
-11.99%
Feb 2020 - Mar 2020
78 - 42
MAX
01 Apr 2009
+8.42%
annualized
7.93%
-11.99%
Feb 2020 - Mar 2020
89 - 45

* Annualized St.Dev. of monthly returns

Best Low Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
High Yield Bonds Income
+6.14% 4 0 100 0
10-year Treasury
+4.88% 1 0 100 0 Compare
Edge Select Conservative
Merrill Lynch
+4.71% 12 21 79 0 Compare
Dimensional Retirement Income Fund
DFA
+4.23% 7 20.4 79.6 0 Compare
Robo Advisor 20
Betterment
+3.74% 12 19.9 80.1 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

High Yield Bonds Income Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.20% +38.01%
Apr 2009 - Mar 2010
-7.08%
Feb 2015 - Jan 2016
16.26%
2 Years
+6.37% +23.22%
Apr 2009 - Mar 2011
-0.35%
Mar 2014 - Feb 2016
0.90%
3 Years
+6.19% +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
+5.80% +9.97%
Apr 2009 - Mar 2016
+3.02%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.82% +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

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-2.93% 1.1 -0.6 -11.5 5.5 3.5
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
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