iShares $ Short Duration High Yield Corp Bond UCITS ETF

Ticker

SDHY.L

ISIN

IE00BCRY600

Price

USD 87.89

Change Today

+0.02 / 0.023 %

Price 1 year ago

80.79 / 8.794 %

Morningstar

5

52 Week Low

80.38

52 Week High

88.01

200 Day Moving Average 84.90

84.90

50-day Moving Average

87.21


Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 1.48
Sortino Ratio 1.28
Maximum Drawdown -2.11%
Maximum Drawdown Date 2023-10-03
Calmar Ratio -4.36

1 year

Parameter Value
Return 2.04
Volatility 4.093%
Alpha +3.00
Beta None
R Squared +96.54

History

Parameter Value
Average Annual Return 3.744%
Average Annual Volatility 6.306%
Sharpe Ratio 0.59
Sortino Ratio 0.24
Maximum Drawdown -19.0%
Maximum Drawdown Date 2020-03-23
Calmar Ratio -0.21

Company information

Summary

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the Markit iBoxx USD Liquid High Yield 0-5 Capped Index.

Market

GB

Category

USD High Yield Bond

Expense Ratio

0.45%

Fund family

BlackRock Asset Management Ireland - ETF

Morningstar

5

Yield
0.0463
Exchange
LSE
Sector Weight
Realestate 0.00%
Consumer cyclical 0.00%
Basic materials 0.00%
Consumer defensive 0.00%
Technology 0.00%
Communication services 0.00%
Financial services 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Healthcare 0.00%
None

Holdings

Symbol Name Allocation
BlackRock ICS USD LiqEnvtlyAwr Agcy Inc 3.44%
Teva Pharmaceutical Finance Netherlands III B.V. 2.8% 1.26%
HCA Inc. 5.38% 1.22%
Western Digital Corp. 4.75% 1.08%
Occidental Petroleum Corporation 2.9% 0.84%
DISH DBS Corporation 5.88% 0.81%
T-Mobile US, Inc. 7.88% 0.8%
Tenet Healthcare Corporation 6.75% 0.79%
OneMain Financial Corporation 7.13% 0.78%

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
ERNA.L iShares $ Ultrashort Bond UCITS ETF DE000A1W4WE LSE 0.09% 5 +0.03 --
JMST JPMorgan Ultra-Short Municipal Income ETF US46641Q654 BTS 0.18% 5 -0.99 --
JPST JPMorgan Ultra-Short Income ETF US46641Q837 PCX 0.18% 5 -0.35
PULS PGIM Ultra Short Bond ETF US69344A107 PCX 0.15% 5 +0.17 --
SDHY.L iShares $ Short Duration High Yield Corp Bond UCITS ETF IE00BCRY600 LSE 0.45% 5 +3.00
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund US922020805 NGM 0.04% 5 -0.38

Sustainability scores

Events

Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.