HYUP:NYE-Xtrackers High Beta High Yield Bond ETF (USD)

ETF | High Yield Bond |

Last Closing

USD 40.3921

Change

0.00 (0.00)%

Market Cap

USD 0.01B

Volume

81.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-28 )

Largest Industry Peers for High Yield Bond

Symbol Name Price(Change) Market Cap
HYG iShares iBoxx $ High Yield Cor..

+0.12 (+0.16%)

USD 14.91B
JNK SPDR® Bloomberg High Yield Bo..

+0.14 (+0.15%)

USD 8.43B
SHYG iShares 0-5 Year High Yield Co..

+0.07 (+0.17%)

USD 6.07B
SJNK SPDR® Bloomberg Short Term Hi..

+0.04 (+0.16%)

USD 4.52B
HYLB Xtrackers USD High Yield Corpo..

+0.05 (+0.14%)

USD 3.21B
HYGV FlexShares® High Yield Value-..

+0.07 (+0.17%)

USD 1.37B
HYS PIMCO 0-5 Year High Yield Corp..

+0.11 (+0.12%)

USD 1.22B
PHB Invesco Fundamental High Yield..

+0.03 (+0.17%)

USD 0.64B
FDHY Fidelity® High Yield Factor E..

+0.05 (+0.10%)

USD 0.30B
HYGH iShares Interest Rate Hedged H..

-0.01 (-0.01%)

USD 0.25B

ETFs Containing HYUP

HYRM DBX ETF Trust 2.19 % 0.00 %

+0.02 (+0.10%)

USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (High Yield Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.33% 24% F 37% F
Dividend Return 1.27% 24% F 57% F
Total Return -0.06% 18% F 38% F
Trailing 12 Months  
Capital Gain 2.08% 94% A 45% F
Dividend Return 5.92% 59% D- 77% C+
Total Return 8.00% 82% B 49% F
Trailing 5 Years  
Capital Gain -17.47% 12% F 29% F
Dividend Return 21.73% 76% C+ 77% C+
Total Return 4.26% 18% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain -3.82% 6% D- 23% F
Dividend Return 1.25% 41% F 33% F
Total Return 5.08% 88% B+ 82% B
Risk Return Profile  
Volatility (Standard Deviation) 9.90% 18% F 81% B-
Risk Adjusted Return 12.65% 24% F 36% F
Market Capitalization 0.01B 6% D- 8% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.