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CPHYF/m Compoundr High Yield Bond ETF

Get incomeNewRanked #1,286 of 1,650 in this goal

Seeks investment results that correspond generally to the Nasdaq Compoundr High-Yield Corporate Bond™ Index.

By F/m investments, LLC · Launched 2025

Annual Cost

0.35%

#1,651 of 5,861 · low cost

Fund Size

$6M

#5,117 of 5,861 · small

Dividend YieldGoal

Track Record

12 months

#4,562 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,245+2.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Nasdaq Compoundr High-Yield Corporate Bond Index

What it actually holds

By weight

Concentration

Top 3 holdings = 100.0% of funddiversified through underlying funds

Counterpoint High Yield Trend
49.9%
State Street SPDR Portfolio Hi
25.0%
iShares Broad USD High Yield C
25.0%

Asset allocation

Bonds
99.2%
Other
50.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

6.7 years

Avg maturity

9.9 years

Credit ratings

AAA
0.3%
BBB
0.3%
BB
47.1%
B
42.5%
Below B
9.6%
Other
0.2%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond generally to the Nasdaq Compoundr High-Yield Corporate Bond™ Index.
Strategy
Invests primarily in high-yield corporate bonds through a passively-managed ETF structure, aiming to track the Nasdaq Compoundr High-Yield Corporate Bond™ Index. Focuses on publicly-issued U.S. dollar denominated, non-investment grade bonds to achieve investment results without reinvesting dividend income.
Inception date
August 11, 2025
Fund family
F/m investments, LLC

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Data updated on 2026-08-04