Data Source: from January 1979 to April 2022
Consolidated Returns as of 30 Apr 2022
Live Update: May 27 2022, 04:00PM Eastern Time
ETF: iShares iBoxx $ High Yield Corporate Bond (HYG)
ETF • LIVE PERFORMANCE (USD currency)
0.89%
1 Day
May 27 2022, 04:00PM Eastern Time
2.51%
Current Month
May 2022
In the last 30 Years, the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF obtained a 6.00% compound annual return, with a 8.42% standard deviation.
In 2021, the ETF granted a 4.08% dividend yield. If you are interested in getting periodic income, please refer to the iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: 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 part of the following Lazy Portfolios:
| Portfolio Name | Author | HYG 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% |
Historical Returns as of Apr 30, 2022
Historical returns and stats of iShares iBoxx $ High Yield Corporate Bond (HYG) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND (HYG) ETF
Consolidated returns as of 30 Apr 2022
Data Source: from January 1979 to April 2022
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| Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Apr 2022
|
-4.18
|
-4.50
|
-4.18
Apr 2022 - Apr 2022
|
0 - 1
|
|
|
3M
|
-6.23
|
-8.41
|
-6.23
Feb 2022 - Apr 2022
|
0 - 3
|
|
|
6M
|
-7.72
|
-11.58
|
-8.72
Jan 2022 - Apr 2022
|
1 - 5
|
|
|
YTD
|
-8.72
|
-11.42
|
-8.72
Jan 2022 - Apr 2022
|
0 - 4
|
|
|
1Y
|
-6.44
|
-13.55
|
5.69
|
-8.72
Jan 2022 - Apr 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
1.28
|
-2.80
|
8.81
|
-11.61
Jan 2020 - Mar 2020
|
19 - 17
53% pos
|
|
5Y(*)
|
2.61
|
-0.77
|
7.41
|
-11.61
Jan 2020 - Mar 2020
|
37 - 23
62% pos
|
|
10Y(*)
|
3.89
|
1.52
|
6.66
|
-11.61
Jan 2020 - Mar 2020
|
78 - 42
65% pos
|
|
15Y(*)
|
4.36
|
2.04
|
10.72
|
-30.85
Jun 2007 - Nov 2008
|
114 - 66
63% pos
|
|
20Y(*)
|
5.19
|
2.71
|
9.59
|
-30.85
Jun 2007 - Nov 2008
|
159 - 81
66% pos
|
|
25Y(*)
|
5.07
|
2.62
|
8.98
|
-30.85
Jun 2007 - Nov 2008
|
199 - 101
66% pos
|
|
30Y(*)
|
6.00
|
3.46
|
8.42
|
-30.85
Jun 2007 - Nov 2008
|
249 - 111
69% pos
|
|
MAX(*)
01 Jan 1979
|
7.56
|
4.03
|
8.35
|
-30.85
Jun 2007 - Nov 2008
|
369 - 151
71% pos
|
(*) Returns over 1 year are annualized
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Capital Growth as of Apr 30, 2022
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) ETF: Dividend Yield page.
An investment of 1000$, since May 1992,
now would be worth 5738.03$, with a total return of 473.80% (6.00% annualized).
The Inflation Adjusted Capital now would be 2770.99$, with a net total return of 177.10% (3.46% annualized).
The Inflation Adjusted Capital now would be 2770.99$, with a net total return of 177.10% (3.46% annualized).
An investment of 1000$, since January 1979,
now would be worth 23510.77$, with a total return of 2251.08% (7.56% annualized).
The Inflation Adjusted Capital now would be 5530.26$, with a net total return of 453.03% (4.03% annualized).
The Inflation Adjusted Capital now would be 5530.26$, with a net total return of 453.03% (4.03% annualized).
Readings that may interest you
Drawdowns
Worst drawdowns since May 1992.
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -30.85% | Jun 2007 | Nov 2008 | 18 | Nov 2009 | 12 | 30 |
| -11.61% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -9.47% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
| -8.72% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
| -8.09% | Jun 2011 | Sep 2011 | 4 | Dec 2011 | 3 | 7 |
| -6.93% | May 2002 | Jul 2002 | 3 | Jan 2003 | 6 | 9 |
| -6.83% | Feb 1994 | Apr 1994 | 3 | Feb 1995 | 10 | 13 |
| -6.46% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
| -6.03% | Mar 2001 | Sep 2001 | 7 | Apr 2002 | 7 | 14 |
| -4.68% | May 2010 | May 2010 | 1 | Jul 2010 | 2 | 3 |
| -4.41% | Oct 2018 | Dec 2018 | 3 | Jan 2019 | 1 | 4 |
| -4.22% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -3.90% | Aug 1998 | Oct 1998 | 3 | Nov 1998 | 1 | 4 |
| -3.22% | May 2012 | May 2012 | 1 | Jun 2012 | 1 | 2 |
| -3.21% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
| -3.02% | May 1999 | Aug 1999 | 4 | Jul 2000 | 11 | 15 |
| -2.91% | Jul 2014 | Dec 2014 | 6 | May 2015 | 5 | 11 |
| -2.50% | Oct 1992 | Oct 1992 | 1 | Dec 1992 | 2 | 3 |
| -2.24% | Apr 2004 | May 2004 | 2 | Jul 2004 | 2 | 4 |
| -1.93% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
Worst drawdowns since January 1979.
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -30.85% | Jun 2007 | Nov 2008 | 18 | Nov 2009 | 12 | 30 |
| -12.50% | Aug 1990 | Oct 1990 | 3 | Apr 1991 | 6 | 9 |
| -11.61% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -9.47% | Jun 2015 | Jan 2016 | 8 | Jul 2016 | 6 | 14 |
| -9.27% | Sep 1979 | Mar 1980 | 7 | May 1980 | 2 | 9 |
| -8.72% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
| -8.32% | Apr 1987 | Oct 1987 | 7 | Jan 1988 | 3 | 10 |
| -8.09% | Jun 2011 | Sep 2011 | 4 | Dec 2011 | 3 | 7 |
| -7.74% | Feb 1984 | May 1984 | 4 | Sep 1984 | 4 | 8 |
| -7.30% | Jul 1981 | Sep 1981 | 3 | Nov 1981 | 2 | 5 |
| -7.14% | Sep 1989 | Feb 1990 | 6 | Jul 1990 | 5 | 11 |
| -6.93% | May 2002 | Jul 2002 | 3 | Jan 2003 | 6 | 9 |
| -6.83% | Feb 1994 | Apr 1994 | 3 | Feb 1995 | 10 | 13 |
| -6.46% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
| -6.03% | Mar 2001 | Sep 2001 | 7 | Apr 2002 | 7 | 14 |
| -4.68% | Jul 1980 | Sep 1980 | 3 | Jun 1981 | 9 | 12 |
| -4.68% | May 2010 | May 2010 | 1 | Jul 2010 | 2 | 3 |
| -4.41% | Oct 2018 | Dec 2018 | 3 | Jan 2019 | 1 | 4 |
| -4.35% | Dec 1981 | Jan 1982 | 2 | Apr 1982 | 3 | 5 |
| -4.22% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
Rolling Returns ( more details)
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
8.18 |
44.82 Dec 2008 - Nov 2009 |
-29.10 Dec 2007 - Nov 2008 |
14.54% |
| 2 Years |
8.08 |
28.82 Mar 2009 - Feb 2011 |
-14.75 Dec 2006 - Nov 2008 |
6.64% |
| 3 Years |
8.10 |
21.42 Nov 1990 - Oct 1993 |
-7.69 Dec 2005 - Nov 2008 |
2.27% |
| 5 Years |
8.01 |
19.83 Oct 1981 - Sep 1986 |
-2.36 Dec 2003 - Nov 2008 |
1.08% |
| 7 Years |
7.90 |
16.51 Oct 1981 - Sep 1988 |
0.42 Dec 2001 - Nov 2008 |
0.00% |
| 10 Years |
7.77 |
13.36 Oct 1981 - Sep 1991 |
0.80 Dec 1998 - Nov 2008 |
0.00% |
| 15 Years |
7.58 |
12.86 Oct 1981 - Sep 1996 |
3.43 Dec 1993 - Nov 2008 |
0.00% |
| 20 Years |
7.42 |
11.01 Apr 1980 - Mar 2000 |
4.93 Apr 2000 - 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 iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: Rolling Returns page.
Seasonality
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
1.00 73% |
0.55 70% |
0.14 59% |
1.26 77% |
0.38 67% |
0.64 72% |
0.93 81% |
0.40 70% |
-0.18 60% |
0.32 67% |
0.86 72% |
1.35 81% |
| 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 |
-2.7 2022 |
-9.7 2009 |
-10.0 2020 |
-4.2 2022 |
-4.7 2010 |
-3.7 2008 |
-3.8 2002 |
-5.0 1990 |
-10.7 2008 |
-11.5 2008 |
-7.1 2008 |
-3.6 1981 |
Statistics calculated for the period Jan 1979 - Apr 2022
Monthly/Yearly Returns
iShares iBoxx $ High Yield Corporate Bond (HYG) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
369 Positive Months (71%) - 151 Negative Months (29%)
Jan 1979 - Apr 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-8.72 | -11.42 | -2.7 | -0.9 | -1.3 | -4.2 | ||||||||
| 2021 |
+3.75 | -3.13 | -0.4 | -0.2 | 1.2 | 0.6 | 0.0 | 1.3 | 0.1 | 0.6 | -0.4 | -0.3 | -1.2 | 2.3 |
| 2020 |
+4.48 | +3.16 | -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 | +11.57 | 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 | -3.87 | 0.0 | -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 | +3.86 | 0.9 | 1.5 | -0.1 | 0.8 | 1.0 | 0.1 | 1.0 | 0.1 | 0.6 | 0.1 | -0.4 | 0.2 |
| 2016 |
+13.41 | +11.13 | -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 | -5.63 | 0.7 | 2.2 | -0.9 | 0.9 | 0.4 | -1.9 | -0.5 | -1.5 | -3.0 | 3.2 | -2.5 | -2.0 |
| 2014 |
+1.90 | +1.24 | 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 | +4.18 | 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 | +9.73 | 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 | +3.60 | 1.7 | 1.4 | 0.0 | 1.6 | 0.1 | -0.6 | 0.4 | -2.7 | -5.3 | 8.5 | -2.4 | 4.5 |
| 2010 |
+11.89 | +10.31 | -1.8 | 1.9 | 2.1 | 1.9 | -4.7 | 1.1 | 5.1 | -1.0 | 3.6 | 1.8 | -1.3 | 2.8 |
| 2009 |
+28.57 | +25.05 | -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 | -17.56 | -1.8 | -1.9 | 0.9 | 3.4 | -0.5 | -3.7 | 0.6 | -0.9 | -10.7 | -11.5 | -7.1 | 16.8 |
| 2007 |
+2.04 | -1.98 | 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 | +5.57 | 0.9 | 0.7 | 0.0 | 0.3 | -0.4 | -0.4 | 0.8 | 1.4 | 1.2 | 0.9 | 1.6 | 0.9 |
| 2005 |
+2.77 | -0.55 | -0.2 | 1.2 | -2.7 | -0.5 | 1.9 | 1.2 | 0.9 | 0.3 | -0.6 | -0.5 | 0.9 | 0.9 |
| 2004 |
+8.52 | +5.01 | 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 | +14.86 | 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 | -0.73 | 0.7 | -0.8 | 1.3 | 1.5 | -0.4 | -2.9 | -3.8 | 2.0 | -1.4 | 0.2 | 4.4 | 1.1 |
| 2001 |
+2.90 | +1.28 | 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 | -4.17 | -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 | -0.18 | 1.6 | -0.6 | 0.8 | 1.3 | -1.5 | -0.6 | 0.1 | -1.0 | 0.0 | 0.1 | 1.7 | 0.7 |
| 1998 |
+5.62 | +3.95 | 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 | +10.04 | 0.7 | 1.4 | -1.9 | 1.1 | 2.6 | 1.2 | 2.4 | -0.1 | 1.6 | 0.4 | 0.7 | 1.3 |
| 1996 |
+9.55 | +5.97 | 1.2 | 0.1 | -0.9 | -0.2 | 0.4 | 0.2 | 1.0 | 1.4 | 2.0 | 0.8 | 2.0 | 1.1 |
| 1995 |
+19.15 | +16.21 | 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 | -4.20 | 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 | +15.01 | 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 | +10.95 | 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 | +25.27 | 0.6 | 5.3 | 3.6 | 3.1 | 0.5 | 1.8 | 2.4 | 1.7 | 1.8 | 2.3 | 1.0 | 1.6 |
| 1990 |
-5.85 | -11.39 | -2.1 | -1.8 | 1.6 | 0.2 | 2.4 | 1.6 | 1.9 | -5.0 | -6.1 | -2.0 | 2.3 | 1.3 |
| 1989 |
+1.89 | -2.63 | 1.6 | 0.5 | -0.5 | -0.4 | 1.8 | 1.7 | 0.3 | 0.3 | -1.3 | -1.9 | 0.3 | -0.5 |
| 1988 |
+13.56 | +8.76 | 3.5 | 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 | -1.61 | 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 | +15.49 | 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 | +17.53 | 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 | +3.55 | 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 | +11.64 | 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 | +22.41 | -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 | +0.35 | 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 | -8.18 | -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 | -6.78 | 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.