Seasonal Evaluation for iShares Broad USD High Yield Corporate Bond ETF (USHY)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 62.50% | 87.50% | 87.50% | 75.00% |
| Median Return | 0.95% | 1.76% | 2.40% | 1.79% |
| Average Return | 2.18% | 1.88% | 2.31% | 2.90% |
| Maximum Gain | 7.33% | 9.32% | 5.50% | 7.08% |
| Gain Year | 2019 | 2020 | 2024 | 2023 |
| Maximum Loss | -12.84% | -9.68% | -1.46% | -4.35% |
| Loss Year | 2020 | 2022 | 2022 | 2018 |
| Based on the past 8 years (2018-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 68.75% | 87.50% | 75.00% | 81.25% |
| Median Return | 1.23% | 2.40% | 1.09% | 2.32% |
| Average Return | 2.54% | 2.07% | 2.00% | 2.59% |
| Maximum Gain | 7.33% | 9.32% | 9.32% | 7.08% |
| Gain Year | 2019 | 2020 | 2020 | 2023 |
| Maximum Loss | -12.84% | -9.68% | -12.84% | -4.35% |
| Loss Year | 2020 | 2022 | 2020 | 2018 |
| Based on the past 8 years (2018-2025) | ||||