High Yield Bonds Income Portfolio: ETF allocation and returns

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

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since March 2011.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-11.99%	Feb 2020	Mar 2020	2	Jul 2020	4	6
-7.79%	Mar 2015	Jan 2016	11	Jun 2016	5	16
-6.72%	May 2013	Aug 2013	4	Feb 2014	6	10
-4.54%	Jan 2018	Dec 2018	12	Feb 2019	2	14
-4.41%	Aug 2011	Sep 2011	2	Oct 2011	1	3
-3.94%	Oct 2016	Nov 2016	2	Feb 2017	3	5
-3.16%	Jan 2021	Mar 2021	3	in progress	0	3
-2.45%	Nov 2011	Nov 2011	1	Dec 2011	1	2
-2.36%	Sep 2014	Dec 2014	4	Feb 2015	2	6
-2.09%	Aug 2020	Oct 2020	3	Nov 2020	1	4
-1.87%	May 2012	May 2012	1	Jun 2012	1	2
-1.18%	Mar 2012	Mar 2012	1	Apr 2012	1	2
-1.13%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.11%	Jan 2013	Jan 2013	1	Apr 2013	3	4
-0.81%	Jun 2011	Jun 2011	1	Jul 2011	1	2
-0.39%	Sep 2019	Sep 2019	1	Nov 2019	2	3
-0.29%	May 2019	May 2019	1	Jun 2019	1	2
-0.17%	Mar 2017	Mar 2017	1	Apr 2017	1	2
-0.17%	Nov 2017	Nov 2017	1	Dec 2017	1	2

Worst drawdowns since December 2007.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-23.60%	May 2008	Oct 2008	6	Jul 2009	9	15
-11.99%	Feb 2020	Mar 2020	2	Jul 2020	4	6
-7.79%	Mar 2015	Jan 2016	11	Jun 2016	5	16
-6.72%	May 2013	Aug 2013	4	Feb 2014	6	10
-4.54%	Jan 2018	Dec 2018	12	Feb 2019	2	14
-4.41%	Aug 2011	Sep 2011	2	Oct 2011	1	3
-3.94%	Oct 2016	Nov 2016	2	Feb 2017	3	5
-3.24%	May 2010	May 2010	1	Jul 2010	2	3
-3.16%	Jan 2021	Mar 2021	3	in progress	0	3
-2.45%	Nov 2011	Nov 2011	1	Dec 2011	1	2
-2.36%	Jan 2008	Feb 2008	2	Apr 2008	2	4
-2.36%	Sep 2014	Dec 2014	4	Feb 2015	2	6
-2.27%	Nov 2010	Nov 2010	1	Feb 2011	3	4
-2.09%	Aug 2020	Oct 2020	3	Nov 2020	1	4
-1.87%	May 2012	May 2012	1	Jun 2012	1	2
-1.18%	Mar 2012	Mar 2012	1	Apr 2012	1	2
-1.13%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.11%	Jan 2013	Jan 2013	1	Apr 2013	3	4
-0.92%	Oct 2009	Oct 2009	1	Nov 2009	1	2
-0.81%	Jun 2011	Jun 2011	1	Jul 2011	1	2

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	Negative Periods
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