Last Update: 31 March 2021

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 5.66% compound annual return, with a 7.44% standard deviation.

In 2020, the portfolio granted a 4.38% 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
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: 31 March 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
High Yield Bonds Income Portfolio -0.21 -3.16 +2.43 +16.59 +5.80 +6.26 +5.66
Components
EMB - iShares JP Morgan USD Em Mkts Bd -0.73 -5.47 +0.18 +17.25 +3.64 +4.51 +4.96
JNK - SPDR Barclays High Yield Bond ETF +0.96 +0.61 +6.88 +21.01 +6.00 +7.00 +5.04
SPLB - SPDR Portfolio Long Term Corporate Bond ETF -2.43 -8.39 -3.65 +9.32 +7.42 +6.69 +7.07
HYG - iShares iBoxx $ High Yield Corporate Bond +1.21 +0.58 +6.41 +18.88 +5.88 +6.65 +5.27
(*) 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 March 2021
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Period Returns
Mar 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.21%
-0.21%
Mar 2021 - Mar 2021
0 - 1
3M
-3.16%
-3.16%
Jan 2021 - Mar 2021
0 - 3
6M
+2.43%
-3.16%
Jan 2021 - Mar 2021
2 - 4
YTD
-3.16%
-3.16%
Jan 2021 - Mar 2021
0 - 3
1Y
+16.59%
8.69%
-3.16%
Jan 2021 - Mar 2021
6 - 6
3Y
+5.80%
annualized
9.67%
-11.99%
Feb 2020 - Mar 2020
19 - 17
5Y
+6.26%
annualized
8.03%
-11.99%
Feb 2020 - Mar 2020
37 - 23
10Y
+5.66%
annualized
7.44%
-11.99%
Feb 2020 - Mar 2020
73 - 47
MAX
01 Jan 2008
+6.03%
annualized
10.28%
-23.60%
May 2008 - Oct 2008
99 - 60

* 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
+5.66% 0 100 0
Stocks/Bonds 20/80
+5.52% 20 80 0 Compare
Developed World 20/80
+5.03% 20 80 0 Compare
Edge Select Conservative
Merrill Lynch
+4.66% 21 79 0 Compare
Total Bond Developed World
+4.56% 0 100 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

High Yield Bonds Income Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.28% +41.19%
Dec 2008 - Nov 2009
-18.10%
Mar 2008 - Feb 2009
18.24%
2 Years
+7.30% +27.64%
Nov 2008 - Oct 2010
-0.35%
Mar 2014 - Feb 2016
0.74%
3 Years
+6.84% +20.32%
Nov 2008 - Oct 2011
+0.56%
Jan 2013 - Dec 2015
0.00%
5 Years
+6.45% +14.58%
Nov 2008 - Oct 2013
+2.53%
Apr 2015 - Mar 2020
0.00%
7 Years
+6.21% +11.05%
Nov 2008 - Oct 2015
+3.02%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.71% +8.96%
Mar 2009 - Feb 2019
+5.05%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the High Yield Bonds Income Portfolio: Rolling Returns page.

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 0.2 0.0 -0.1 2.4 0.1 0.6 2.0 0.3 -0.5 -0.3 -0.2 2.1
Best 4.7
2019
2.6
2014
3.6
2016
9.7
2009
4.2
2009
3.8
2012
6.1
2009
2.3
2014
4.9
2009
6.5
2011
4.4
2020
16.0
2008
Worst -3.8
2009
-7.1
2009
-11.5
2020
-0.9
2018
-3.7
2013
-3.1
2013
-1.1
2014
-1.7
2015
-7.8
2008
-14.8
2008
-2.5
2016
-1.8
2015
Gain
Frequency
50 64 57 92 46 62 85 62 54 62 38 77

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-3.16% -1.4 -1.6 -0.2
2020
+7.08% 1.1 -0.6 -11.5 5.5 3.5 1.3 5.0 -0.9 -1.1 -0.1 4.4 1.5
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
2009
+23.52% -3.8 -7.1 3.1 9.7 4.2 2.7 6.1 0.7 4.9 -0.9 1.4 1.5
2008
-10.54% -0.8 -1.6 0.4 2.1 -0.5 -2.1 -0.4 0.2 -7.8 -14.8 0.9 16.0

* Note:
Portofolio Returns, up to March 2009, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

SPLB - SPDR Portfolio Long Term Corporate Bond ETF: simulated historical serie, up to March 2009

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