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HYBLState Street Blackstone High Income ETF

Get income4y track recordRanked #697 of 1,706 in this goal

Seeks risk-adjusted total return and high current income.

By State Street Investment Management · Launched 2022

Annual Cost

0.70%

#3,803 of 6,040 · average

Fund Size

$580M

#1,553 of 6,040 · large

Return (1Y)

+4.3%

Track Record

4 years

#2,570 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,420+4.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 9.2% of funddiversified

State Street Global Advisors
3.0%
State Street Blackstone Senior Loan ETF
1.0%
TRANSDIGM INC
0.8%
CHEMOURS CO
0.7%
JETBLUE AIRWAYS/LOYALTY
0.7%
HLF FIN SARL LLC/HERBALI
0.7%
B&G FOODS INC
0.6%
TransDigm Inc
0.6%
DELEK LOG PART/FINANCE
0.6%
NGL ENRGY OP/FIN CORP
0.6%

Asset allocation

Bonds
95.7%
Cash
4.3%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.6%Low

Year-on-year price swings

Max drawdown
-8.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.10Strong risk-adjusted returns
Sortino (3Y)
1.64Good downside protection

Bond profile

Duration

7.3 years

Avg maturity

9.8 years

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks risk-adjusted total return and high current income.
Strategy
Invests primarily in U.S. dollar denominated high yield debt securities, including high yield corporate bonds, senior loans, and CLOs. Aims to outperform a composite benchmark of high yield bonds and senior loans with less volatility than the general bond and loan markets.
Inception date
February 16, 2022
Fund family
State Street Investment Management

Next steps

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Data updated on 2026-09-18