Last Update: 30 September 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 5.6% compound annual return, with a 7.34% 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 % 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 % JNK SPDR Barclays High Yield Bond ETF Bond, U.S., Intermediate-Term
25.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The High Yield Bonds Income Portfolio guaranteed the following returns.

HIGH YIELD BONDS INCOME PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
High Yield Bonds Income Portfolio -1.10 +2.93 +13.82 +3.46 +4.58 +6.43 +5.60
Components
SPLB - SPDR Portfolio Long Term Corporate Bond ETF -0.41 +1.02 +13.46 +9.29 +8.45 +8.86 +7.01
EMB - iShares JP Morgan USD Em Mkts Bd -2.08 +2.43 +17.03 +2.02 +3.20 +5.77 +4.75
JNK - SPDR Barclays High Yield Bond ETF -1.00 +4.46 +13.22 +1.31 +3.21 +5.41 +5.06
HYG - iShares iBoxx $ High Yield Corporate Bond -0.93 +4.05 +11.72 +1.20 +3.33 +5.55 +5.29
(*) 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: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.10%
-1.10%
Sep 2020 - Sep 2020
0 - 1
3M
+2.93%
-1.95%
Aug 2020 - Sep 2020
1 - 2
6M
+13.82%
-1.95%
Aug 2020 - Sep 2020
4 - 2
YTD
+1.23%
-11.99%
Feb 2020 - Mar 2020
5 - 4
1Y
+3.46%
14.32%
-11.99%
Feb 2020 - Mar 2020
8 - 4
3Y
+4.58%
annualized
9.37%
-11.99%
Feb 2020 - Mar 2020
20 - 16
5Y
+6.43%
annualized
8.05%
-11.99%
Feb 2020 - Mar 2020
38 - 22
10Y
+5.60%
annualized
7.34%
-11.99%
Feb 2020 - Mar 2020
76 - 44
MAX
01 Apr 2009
+8.56%
annualized
7.95%
-11.99%
Feb 2020 - Mar 2020
91 - 47

* Annualized St.Dev. of monthly returns

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Portfolio 10Y Return ▾ Stocks Bonds Comm.
High Yield Bonds Income
+5.60% 0 100 0
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+4.53% 21 79 0 Compare
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DFA
+4.23% 20.4 79.6 0 Compare
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+4.15% 0 100 0 Compare
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+3.60% 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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.11% +38.01%
Apr 2009 - Mar 2010
-7.08%
Feb 2015 - Jan 2016
15.75%
2 Years
+6.42% +23.22%
Apr 2009 - Mar 2011
-0.35%
Mar 2014 - Feb 2016
0.87%
3 Years
+6.14% +18.52%
Apr 2009 - Mar 2012
+0.56%
Jan 2013 - Dec 2015
0.00%
5 Years
+5.67% +13.72%
Apr 2009 - Mar 2014
+2.53%
Apr 2015 - Mar 2020
0.00%
7 Years
+5.77% +9.97%
Apr 2009 - Mar 2016
+3.02%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.63% +8.85%
Apr 2009 - Mar 2019
+5.05%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

High Yield Bonds Income Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.8 0.9 -0.4 2.4 0.2 0.9 2.2 0.4 0.1 1.0 -0.8 0.8
Best 4.7
2019
2.6
2014
3.6
2016
9.7
2009
4.1
2009
3.8
2012
6.1
2009
2.3
2014
4.9
2009
6.5
2011
1.4
2009
3.5
2011
Worst -1.1
2013
-2.0
2018
-11.5
2020
-0.9
2018
-3.7
2013
-3.1
2013
-1.1
2014
-1.7
2015
-3.3
2011
-2.5
2018
-2.5
2016
-1.8
2015
Gain
Frequency
64 82 55 92 50 67 92 58 58 73 27 73

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+1.23% 1.1 -0.6 -11.5 5.5 3.5 1.3 5.0 -0.9 -1.1
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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