HYSDColumbia Short Duration High Yield ETF

Get income1y track recordRanked #988 of 1,628 in this goal

Seeks to provide shareholders with a high level of current income.

By Columbia Threadneedle · Launched 2024

Annual Cost

0.44%

#2,167 of 5,573 · average

Fund Size

$105M

#2,892 of 5,573 · mid-size

Dividend YieldGoal

5.67%

Track Record

1 year

#3,789 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,612+6.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 10.6% of fund✓ well diversified

CLEARWAY ENERGY OP LLC

1.3%

DREYFUS TRSY PRIME CASH MGMT - IN

1.2%

CLOUD SOFTWARE GRP INC

1.2%

ECHOSTAR CORP

1.1%

CCO HLDGS LLC/CAP CORP

1.0%

MEDLINE BORROWER LP

1.0%

DISH NETWORK CORP

1.0%

TRANSDIGM INC

1.0%

NCR ATLEOS LLC

0.9%

ALLIANT HOLD / CO-ISSUER

0.9%

Asset allocation

Bonds

97.8%

Cash

2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

2.8%Low

Year-on-year price swings

Max drawdown

-2.7%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

6.0 years

Avg maturity

9.9 years

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide shareholders with a high level of current income.
Strategy: Actively managed ETF investing primarily in high-yield debt instruments, including corporate bonds and floating rate loans rated below investment grade. May also include investment grade and foreign debt instruments, with a focus on maintaining a short duration.
Inception date: September 5, 2024
Fund family: Columbia Threadneedle