Summary
HYG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 5.69% Volatility 5.59% Sharpe 0.41
Official loaded data — not a live quote.

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

Symbol: HYG

Exchange: NYSE

Sector: Utilities

Category: High Yield Bond

Inception date: 04/04/2007

Latest date: 16/07/2026

Current price: $79.80

Expense ratio: 0.49%

Assets under management
$17.6B
0.05% 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

0.17%

Ann. -9.40% (Sharpe / Sortino numerator)

Volatility

7.56%

Sharpe ratio

-1.724

VaR 95%

-0.64%

CVaR 95%: -0.79%
Max drawdown: -2.22%
Sortino ratio: -3.440
Calmar ratio: -4.23

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

0.81%

Ann. -3.56% (Sharpe / Sortino numerator)

Volatility

4.94%

Sharpe ratio

-1.455

VaR 95%

-0.56%

CVaR 95%: -0.69%
Max drawdown: -3.28%
Sortino ratio: -1.987
Calmar ratio: -1.08

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

1.37%

Ann. 0.47% (Sharpe / Sortino numerator)

Volatility

4.22%

Sharpe ratio

-0.749

VaR 95%

-0.47%

CVaR 95%: -0.62%
Max drawdown: -3.28%
Sortino ratio: -1.044
Calmar ratio: 0.14

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

5.69%

Ann. 5.93% (Sharpe / Sortino numerator)

Volatility

5.59%

Sharpe ratio

0.412

VaR 95%

-0.50%

CVaR 95%: -0.84%
Max drawdown: -3.28%
Sortino ratio: 0.520
Calmar ratio: 1.81

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

14.55%

Ann. 7.36% (Sharpe / Sortino numerator)

Volatility

4.96%

Sharpe ratio

0.751

VaR 95%

-0.40%

CVaR 95%: -0.71%
Max drawdown: -4.56%
Sortino ratio: 1.007
Calmar ratio: 1.61

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

26.62%

Ann. 7.76% (Sharpe / Sortino numerator)

Volatility

5.38%

Sharpe ratio

0.767

VaR 95%

-0.50%

CVaR 95%: -0.73%
Max drawdown: -4.56%
Sortino ratio: 1.141
Calmar ratio: 1.70

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

0.022%

Best day

0.952%

31/03/2026
Worst day

-0.929%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $79.76 $79.84 $79.73 $79.80 22,780,300
15/07/2026 $79.71 $79.84 $79.71 $79.81 26,948,800
14/07/2026 $79.68 $79.69 $79.57 $79.68 28,248,700
13/07/2026 $79.67 $79.69 $79.46 $79.52 32,133,300
10/07/2026 $79.78 $79.83 $79.62 $79.71 24,550,300
09/07/2026 $79.73 $79.86 $79.67 $79.75 21,882,200
08/07/2026 $79.61 $79.68 $79.54 $79.66 30,771,300
07/07/2026 $79.85 $79.88 $79.72 $79.76 28,558,300
06/07/2026 $79.73 $79.91 $79.73 $79.87 25,159,400
02/07/2026 $79.73 $79.79 $79.67 $79.71 26,111,800