HYSABondbloxx USD High Yield Bond Sector Rotation ETF

Get income2y track recordRanked #1,067 of 1,622 in this goal

Seeks total return by primarily investing in U.S. dollar-denominated high yield corporate bonds through other ETFs.

By BondBloxx Investment Management · Launched 2023

Annual Cost

0.55%

#2,811 of 5,562 · average

Fund Size

$31M

#4,020 of 5,562 · small

Dividend YieldGoal

6.78%

Track Record

2 years

#3,163 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,656+6.6%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Focus

fund of funds

What it actually holds

By weight

Concentration

Top 8 holdings = 100.0% of fund✓ diversified through underlying funds

BONDBLOXX USD HY BOND INDUS

24.8%

BONDBLOXX USD HY BOND TMT

19.6%

BONDBLOXX USD HY BOND CCS

14.4%

BONDBLOXX USD HY BOND F REIT

12.9%

BONDBLOXX USD HY BOND ENERGY

10.1%

BONDBLOXX USD HY BOND HEALTH

7.3%

BONDBLOXX USD HY BOND CNONCS

6.3%

BONDBLOXX-CCC-USD HY CORP BD

4.5%

Asset allocation

Bonds

99.0%

Cash

1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

4.7%Low

Year-on-year price swings

Max drawdown

-4.9%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

Credit ratings

53.7%

34.7%

Below B

11.6%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return by primarily investing in U.S. dollar-denominated high yield corporate bonds through other ETFs.
Strategy: Actively managed fund of funds that allocates assets among ETFs focusing on U.S. dollar-denominated high yield corporate bonds across various sectors. The Adviser rotates sector allocations based on macroeconomic analysis, typically rebalancing monthly to enhance returns relative to the Underlying Benchmark.
Inception date: September 18, 2023
Fund family: BondBloxx Investment Management