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BLHYVirtus Newfleet Short Duration High Yield Bond ETF

Get income#1168 of 1640 for Get income

Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of high yield bonds and other debt securities. It invests primarily in U.S. securities but may invest in foreign securities including those in emerging markets (i.e., those that are in the early stages of their economic development). The fund may use credit default swaps to increase or hedge (decrease) investment exposure to various fixed income sectors and instruments.

Virtus · Since 2016 (9 years)

Annual Cost

0.40%

#1874 out of 5,332 ETFs

Fund Size

$3M

#4977 out of 5,332 ETFs

Dividend Yield

7.19%

Track Record

9 years

#1530 out of 5,332 ETFs

Performance

1 Year

+8.4%

3 Years

+8.3%

5 Years

+4.2%

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
91.6%
Cash
5.6%
Preferred
2.8%

Risk profile

Volatility (1Y)

3.3%

Moderate

Max drawdown

-14.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.99

Decent risk-adjusted returns

Sortino (3Y)

1.49

Good downside protection

Bond profile

Duration

6.7 years

Avg maturity

93.8 years

Credit ratings

BBB
5.7%
BB
41.4%
B
39.2%
Below B
13.8%
Other
0.0%

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Data updated on 2026-05-05