Summary
HYDB
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 5.80% Volatility 5.95% Sharpe 0.25
Official loaded data — not a live quote.

ISHARES HIGH YIELD SYSTEMATIC BOND ETF

Symbol: HYDB

Exchange: BATS

Sector: Realestate

Category: High Yield Bond

Inception date: 11/07/2017

Latest date: 16/07/2026

Current price: $46.57

Expense ratio: 0.35%

Assets under management
$1.6B
0.09% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.09%

Ann. -16.09% (Sharpe / Sortino numerator)

Volatility

7.50%

Sharpe ratio

-2.629

VaR 95%

-0.67%

CVaR 95%: -0.79%
Max drawdown: -2.91%
Sortino ratio: -5.332
Calmar ratio: -5.52

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.83%

Ann. -5.59% (Sharpe / Sortino numerator)

Volatility

4.93%

Sharpe ratio

-1.871

VaR 95%

-0.64%

CVaR 95%: -0.71%
Max drawdown: -3.94%
Sortino ratio: -2.408
Calmar ratio: -1.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.20%

Ann. -0.31% (Sharpe / Sortino numerator)

Volatility

4.27%

Sharpe ratio

-0.923

VaR 95%

-0.49%

CVaR 95%: -0.66%
Max drawdown: -3.94%
Sortino ratio: -1.238
Calmar ratio: -0.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.80%

Ann. 5.13% (Sharpe / Sortino numerator)

Volatility

5.95%

Sharpe ratio

0.253

VaR 95%

-0.54%

CVaR 95%: -0.94%
Max drawdown: -3.94%
Sortino ratio: 0.295
Calmar ratio: 1.30

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

13.78%

Ann. 6.99% (Sharpe / Sortino numerator)

Volatility

5.17%

Sharpe ratio

0.650

VaR 95%

-0.45%

CVaR 95%: -0.77%
Max drawdown: -5.58%
Sortino ratio: 0.811
Calmar ratio: 1.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

28.10%

Ann. 8.61% (Sharpe / Sortino numerator)

Volatility

5.47%

Sharpe ratio

0.911

VaR 95%

-0.52%

CVaR 95%: -0.75%
Max drawdown: -5.58%
Sortino ratio: 1.288
Calmar ratio: 1.54

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.023%

Best day

0.955%

31/03/2026
Worst day

-0.902%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $46.53 $46.57 $46.52 $46.57 345,300
15/07/2026 $46.53 $46.59 $46.53 $46.56 118,900
14/07/2026 $46.51 $46.53 $46.45 $46.48 116,200
13/07/2026 $46.50 $46.51 $46.36 $46.39 135,800
10/07/2026 $46.56 $46.57 $46.45 $46.50 99,600
09/07/2026 $46.53 $46.60 $46.52 $46.56 103,100
08/07/2026 $46.48 $46.51 $46.43 $46.50 113,900
07/07/2026 $46.60 $46.61 $46.54 $46.54 113,600
06/07/2026 $46.58 $46.64 $46.55 $46.62 243,300
02/07/2026 $46.60 $46.60 $46.53 $46.57 160,100