Last Update: 31 Aug 2021
In the last 10 years, the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF obtained a 5.69% compound annual return, with a 7.29% standard deviation.
In the last 20 years, a 5.73% compound annual return, with a 9.58% standard deviation.
In 2020, the portfolio granted a 4.96% dividend yield. If you are interested in getting periodic income, please refer to the iShares iBoxx $ High Yield Corporate Bond (HYG): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: Intermediate-Term
The iShares iBoxx $ High Yield Corporate Bond (HYG) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Edge Select Moderately Conservative | Merrill Lynch | 5.0% |
| Edge Select Conservative | Merrill Lynch | 4.0% |
| Edge Select Moderate | Merrill Lynch | 4.0% |
| Edge Select Moderately Aggressive | Merrill Lynch | 3.0% |
| Edge Select Aggressive | Merrill Lynch | 1.0% |
| Conservative Income | Charles Schwab | 7.0% |
| Family Taxable Portfolio | Ted Aronson | 5.0% |
| Gone Fishin' Portfolio | Alexander Green | 10.0% |
| Dynamic 40/60 Income | 20.0% | |
| Dynamic 60/40 Income | 20.0% | |
| Aggressive Global Income | 20.0% | |
| High Yield Bonds Income | 25.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares iBoxx $ High Yield Corporate Bond (HYG): Dividend Yield page.
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+0.61%
|
0.00%
|
1 - 0 | |
|
3M
|
+2.05%
|
0.00%
|
3 - 0 | |
|
6M
|
+3.98%
|
0.00%
|
6 - 0 | |
|
YTD
|
+3.33%
|
-0.63%
Jan 2021 - Feb 2021
|
6 - 2 | |
|
1Y
|
+8.30%
|
3.86%
|
-0.93%
Sep 2020 - Sep 2020
|
9 - 3 |
|
3Y
|
+5.78%
annualized
|
8.72%
|
-11.61%
Jan 2020 - Mar 2020
|
23 - 13 |
|
5Y
|
+5.47%
annualized
|
6.93%
|
-11.61%
Jan 2020 - Mar 2020
|
42 - 18 |
|
10Y
|
+5.69%
annualized
|
7.29%
|
-11.61%
Jan 2020 - Mar 2020
|
82 - 38 |
|
MAX
01 Jan 1979
|
+7.90%
annualized
|
8.35%
|
-30.84%
Jun 2007 - Nov 2008
|
369 - 143 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+8.27% |
+44.82% Dec 2008 - Nov 2009 |
-29.10% Dec 2007 - Nov 2008 |
14.37% |
| 2 Years |
+8.14% |
+28.82% Mar 2009 - Feb 2011 |
-14.75% Dec 2006 - Nov 2008 |
6.75% |
| 3 Years |
+8.16% |
+21.42% Nov 1990 - Oct 1993 |
-7.69% Dec 2005 - Nov 2008 |
2.31% |
| 5 Years |
+8.07% |
+19.83% Oct 1981 - Sep 1986 |
-2.37% Dec 2003 - Nov 2008 |
1.10% |
| 7 Years |
+7.97% |
+16.51% Oct 1981 - Sep 1988 |
+0.42% Dec 2001 - Nov 2008 |
0.00% |
| 10 Years |
+7.82% |
+13.36% Oct 1981 - Sep 1991 |
+0.81% Dec 1998 - Nov 2008 |
0.00% |
| 15 Years |
+7.64% |
+12.86% Oct 1981 - Sep 1996 |
+3.43% Dec 1993 - Nov 2008 |
0.00% |
| 20 Years |
+7.47% |
+11.01% Apr 1980 - Mar 2000 |
+4.93% Jan 1999 - Dec 2018 |
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 iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF, the average monthly return is represented.
Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).
Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
1.08 74% |
0.58 72% |
0.17 60% |
1.39 79% |
0.38 67% |
0.64 72% |
0.93 81% |
0.40 70% |
-0.17 62% |
0.34 69% |
0.91 74% |
1.32 83% |
| Best Year |
4.9 2019 |
5.3 1991 |
3.6 1991 |
13.8 2009 |
5.5 1980 |
4.7 2012 |
6.9 2009 |
8.2 1982 |
5.8 2009 |
8.5 2011 |
13.5 1981 |
16.8 2008 |
| Worst Year |
-2.1 1990 |
-9.7 2009 |
-10.0 2020 |
-2.9 1987 |
-4.7 2010 |
-3.7 2008 |
-3.8 2002 |
-5.0 1990 |
-10.7 2008 |
-11.5 2008 |
-7.1 2008 |
-3.6 1981 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+3.33% | -0.4 | -0.3 | 1.2 | 0.6 | 0.0 | 1.3 | 0.1 | 0.6 | ||||
| 2020 |
+4.48% | -0.5 | -1.3 | -10.0 | 4.9 | 3.0 | -0.6 | 5.1 | 0.0 | -0.9 | 0.4 | 3.4 | 2.0 |
| 2019 |
+14.09% | 4.9 | 1.2 | 1.3 | 1.0 | -1.9 | 3.2 | 0.2 | 0.7 | 0.4 | 0.0 | 0.6 | 1.9 |
| 2018 |
-2.03% | 0.1 | -0.9 | -0.2 | 0.5 | 0.1 | 0.1 | 1.7 | 0.7 | 0.5 | -2.0 | -0.4 | -2.1 |
| 2017 |
+6.07% | 0.9 | 1.5 | -0.1 | 0.8 | 1.0 | 0.1 | 1.0 | 0.1 | 0.6 | 0.1 | -0.4 | 0.3 |
| 2016 |
+13.41% | -1.6 | 1.5 | 2.5 | 3.1 | 0.2 | 1.8 | 1.3 | 2.0 | 1.1 | -1.0 | 0.0 | 1.8 |
| 2015 |
-5.03% | 0.7 | 2.2 | -1.0 | 0.9 | 0.4 | -1.9 | -0.5 | -1.5 | -3.0 | 3.2 | -2.5 | -2.0 |
| 2014 |
+1.90% | 0.4 | 2.3 | -0.1 | 0.4 | 1.2 | 0.6 | -2.4 | 2.4 | -2.0 | 1.1 | -1.1 | -0.8 |
| 2013 |
+5.75% | 0.3 | 0.9 | 0.9 | 2.1 | -2.6 | -1.7 | 2.9 | -1.3 | 0.8 | 2.5 | 0.5 | 0.4 |
| 2012 |
+11.66% | 1.5 | 2.1 | -1.0 | 1.1 | -3.2 | 4.7 | 1.0 | 1.2 | 0.5 | 0.8 | 1.1 | 1.4 |
| 2011 |
+6.77% | 1.7 | 1.4 | 0.0 | 1.6 | 0.1 | -0.6 | 0.4 | -2.7 | -5.3 | 8.5 | -2.4 | 4.6 |
| 2010 |
+11.89% | -1.8 | 1.9 | 2.1 | 1.9 | -4.7 | 1.1 | 5.2 | -1.0 | 3.7 | 1.8 | -1.3 | 2.8 |
| 2009 |
+28.57% | -1.0 | -9.7 | 1.9 | 13.8 | 2.9 | 3.3 | 6.9 | -1.7 | 5.8 | -0.5 | 1.7 | 3.7 |
| 2008 |
-17.58% | -1.8 | -1.9 | 1.0 | 3.4 | -0.5 | -3.7 | 0.6 | -0.9 | -10.7 | -11.5 | -7.1 | 16.8 |
| 2007 |
+2.04% | 0.6 | 1.5 | 0.1 | 1.2 | 0.6 | -2.3 | -3.3 | 1.8 | 2.8 | 0.5 | -1.9 | 0.5 |
| 2006 |
+8.24% | 0.9 | 0.7 | 0.0 | 0.3 | -0.4 | -0.4 | 0.8 | 1.4 | 1.3 | 0.9 | 1.6 | 0.9 |
| 2005 |
+2.77% | -0.2 | 1.2 | -2.7 | -0.6 | 1.9 | 1.2 | 0.9 | 0.3 | -0.6 | -0.5 | 0.9 | 0.9 |
| 2004 |
+8.52% | 0.9 | 0.3 | 0.8 | -0.7 | -1.6 | 1.3 | 1.1 | 1.9 | 1.2 | 1.7 | 0.3 | 1.1 |
| 2003 |
+17.20% | 1.6 | 1.3 | 1.4 | 3.6 | 0.3 | 1.9 | -1.6 | 0.8 | 2.1 | 1.5 | 1.1 | 2.1 |
| 2002 |
+1.73% | 0.8 | -0.8 | 1.4 | 1.5 | -0.4 | -2.9 | -3.8 | 2.0 | -1.4 | 0.2 | 4.4 | 1.1 |
| 2001 |
+2.90% | 4.8 | 0.7 | -1.3 | -0.1 | 0.8 | -2.8 | 1.2 | 0.9 | -4.8 | 1.6 | 2.8 | -0.7 |
| 2000 |
-0.88% | -0.8 | 0.1 | -0.9 | 0.7 | -1.2 | 2.5 | 1.2 | 1.6 | -1.4 | -1.8 | -3.5 | 2.7 |
| 1999 |
+2.49% | 1.6 | -0.7 | 0.8 | 1.3 | -1.5 | -0.6 | 0.1 | -1.0 | 0.0 | 0.1 | 1.7 | 0.7 |
| 1998 |
+5.62% | 1.9 | 0.5 | 0.7 | 0.3 | 0.6 | 0.6 | 0.8 | -3.9 | 1.6 | -1.6 | 4.2 | 0.0 |
| 1997 |
+11.91% | 0.8 | 1.4 | -1.9 | 1.1 | 2.6 | 1.2 | 2.4 | -0.1 | 1.6 | 0.4 | 0.7 | 1.4 |
| 1996 |
+9.55% | 1.2 | 0.1 | -0.9 | -0.2 | 0.4 | 0.2 | 1.0 | 1.4 | 2.1 | 0.8 | 2.0 | 1.1 |
| 1995 |
+19.15% | 1.4 | 2.9 | 0.9 | 2.4 | 2.5 | 0.5 | 1.5 | 0.5 | 1.2 | 1.4 | 0.9 | 1.6 |
| 1994 |
-1.71% | 2.2 | -0.9 | -4.4 | -1.6 | 0.1 | 0.8 | 0.9 | 0.9 | -0.1 | 0.1 | -1.0 | 1.5 |
| 1993 |
+18.24% | 2.8 | 2.2 | 1.5 | 0.9 | 1.3 | 2.3 | 0.9 | 1.1 | 0.4 | 2.6 | 0.0 | 1.0 |
| 1992 |
+14.24% | 2.4 | 1.7 | 0.7 | 0.6 | 1.5 | 1.2 | 2.2 | 1.2 | 1.2 | -2.5 | 1.9 | 1.3 |
| 1991 |
+29.01% | 0.7 | 5.3 | 3.6 | 3.1 | 0.5 | 1.8 | 2.4 | 1.7 | 1.8 | 2.3 | 1.1 | 1.6 |
| 1990 |
-5.85% | -2.1 | -1.8 | 1.7 | 0.2 | 2.4 | 1.6 | 1.9 | -5.0 | -6.1 | -2.0 | 2.3 | 1.3 |
| 1989 |
+1.89% | 1.6 | 0.6 | -0.5 | -0.4 | 1.8 | 1.7 | 0.3 | 0.3 | -1.3 | -1.9 | 0.3 | -0.5 |
| 1988 |
+13.56% | 3.6 | 3.0 | -0.4 | 0.6 | -0.1 | 2.0 | 1.0 | 0.2 | 0.9 | 1.0 | 0.3 | 0.8 |
| 1987 |
+2.65% | 3.7 | 1.9 | 0.7 | -2.9 | -1.0 | 1.7 | 0.3 | 0.6 | -3.7 | -3.5 | 3.1 | 2.1 |
| 1986 |
+16.86% | 0.9 | 4.0 | 2.0 | 1.4 | 0.9 | 1.2 | 0.1 | 1.7 | 0.2 | 2.5 | 0.4 | 0.4 |
| 1985 |
+21.99% | 3.5 | 0.1 | 0.5 | 1.4 | 4.1 | 1.7 | 0.3 | 1.3 | 0.9 | 0.5 | 2.6 | 3.2 |
| 1984 |
+7.74% | 2.4 | -1.3 | -1.0 | -1.8 | -3.9 | 1.1 | 3.2 | 1.3 | 2.7 | 3.7 | 1.0 | 0.3 |
| 1983 |
+15.87% | 3.6 | 2.7 | 2.3 | 3.5 | -1.3 | -0.7 | -0.7 | 1.2 | 2.4 | 1.5 | 0.6 | -0.1 |
| 1982 |
+27.09% | -0.8 | 1.2 | 1.6 | 2.5 | 2.7 | -2.0 | 3.5 | 8.2 | 1.7 | 2.6 | 2.8 | 0.6 |
| 1981 |
+9.29% | 0.5 | -0.6 | 2.5 | -1.5 | 1.3 | 2.2 | -1.4 | -2.2 | -3.9 | 3.2 | 13.5 | -3.6 |
| 1980 |
+3.16% | -0.5 | -3.8 | -1.6 | 5.8 | 5.5 | 1.5 | -1.4 | -2.7 | -0.7 | 1.1 | 0.1 | 0.1 |
| 1979 |
+5.57% | 3.3 | 0.5 | 1.2 | 0.8 | 0.2 | 1.0 | 1.1 | 1.0 | -1.0 | -5.8 | 1.9 | 1.4 |
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.