HYTRCounterpoint High Yield Trend ETF
Seeks to provide investment results that equals or exceeds the performance of the CP High Yield Trend Index.
By Counterpoint Mutual Funds · Launched 2020
Annual Cost
0.88%
#4,635 of 5,861 · expensive
Fund Size
$281M
#2,065 of 5,861 · mid-size
Dividend YieldGoal
5.74%
Track Record
6 years
#2,001 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,362+3.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Active selection
Index tracked
CP High Yield Trend Index
What it actually holds
By weightConcentration
Top 6 holdings = 100.0% of fund✓ diversified through underlying funds
SPDR Series Trust
79.7%
iShares Trust
8.0%
SPDR Series Trust
6.0%
iShares Trust
6.0%
BBH SWEEP VEHICLE
0.3%
N/A
0.0%
Asset allocation
Bonds
99.0%
Cash
1.0%
Stocks
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.5%Low
Year-on-year price swings
Max drawdown
-12.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.43Below average
Sortino (3Y)
0.61Moderate downside risk
Bond profile
Duration
6.9 years
Avg maturity
9.9 years
Credit ratings
BBB
0.5%
BB
55.9%
B
34.7%
Below B
8.9%
Other
0.2%
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks to provide investment results that equals or exceeds the performance of the CP High Yield Trend Index.
- Strategy
- Invests at least 80% of net assets in U.S. high yield corporate bond ETFs and U.S. 3-7 year Treasury ETFs, using a quantitative model for allocation. Follows an active management strategy, allowing deviations from the Index when advantageous.
- Inception date
- January 22, 2020
- Fund family
- Counterpoint Mutual Funds
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Data updated on 2026-08-04