Junk Bond ETFs


YTD
4.36%
1YR
2.69%
SI (ann.)
2.16%
RISK

Fund Details
Status WARNING 31st Oct, 2017
Last Signal(s) OPEN LONG 22nd Apr, 2015
Inception 23rd Apr, 2015
Investment type PASSIVE MID-TERM
Benchmark SPDR S&P 500 (SPY)
Fund Description

kevin anderson

Create your portfolio from scratch, you have 100% cash to allocate.


Actual Portfolio Composition
Cash0%
iShares Barclays Aggregate Bond ETF10%
Vanguard Long-Term Bond ETF20%
Market Vectors High-Yield Muni ETF20%
iShares iBoxx $ High Yield Corp Bond20%
SPDR BarCap ST High Yield Bond ETF20%
U.S. Aggregate Bond ETF10%
Performance Last 12 Months
Equity Curve
Dividends distribution
May, 2017
Mon 1st iShares iBoxx $ High Yield Corp Bond $0.38
April, 2017
Mon 3rd iShares Barclays Aggregate Bond ETF $0.22
Mon 3rd Vanguard Long-Term Bond ETF $0.29
Mon 3rd Market Vectors High-Yield Muni ETF $0.12
Mon 3rd iShares iBoxx $ High Yield Corp Bond $0.37
Mon 3rd SPDR BarCap ST High Yield Bond ETF $0.17
Mon 3rd U.S. Aggregate Bond ETF $0.11
February, 2017
Wed 1st iShares Barclays Aggregate Bond ETF $0.22
Wed 1st Vanguard Long-Term Bond ETF $0.29
Wed 1st Market Vectors High-Yield Muni ETF $0.12
Wed 1st iShares iBoxx $ High Yield Corp Bond $0.38
Wed 1st SPDR BarCap ST High Yield Bond ETF $0.18
Wed 1st U.S. Aggregate Bond ETF $0.11
December, 2016
Wed 28th Market Vectors High-Yield Muni ETF $0.13
Wed 28th SPDR BarCap ST High Yield Bond ETF $0.18
Wed 28th U.S. Aggregate Bond ETF $0.1
Thu 22nd iShares Barclays Aggregate Bond ETF $0.25
Thu 22nd Vanguard Long-Term Bond ETF $0.45
Thu 22nd iShares iBoxx $ High Yield Corp Bond $0.29
Thu 1st SPDR BarCap ST High Yield Bond ETF $0.18
November, 2016
Tue 1st SPDR BarCap ST High Yield Bond ETF $0.19
October, 2016
Mon 3rd iShares Barclays Aggregate Bond ETF $0.2
Mon 3rd Vanguard Long-Term Bond ETF $0.28
Mon 3rd Market Vectors High-Yield Muni ETF $0.11
Mon 3rd iShares iBoxx $ High Yield Corp Bond $0.39
Mon 3rd SPDR BarCap ST High Yield Bond ETF $0.19
Mon 3rd U.S. Aggregate Bond ETF $0.11
August, 2016
Mon 1st iShares Barclays Aggregate Bond ETF $0.21
Mon 1st Vanguard Long-Term Bond ETF $0.34
Mon 1st iShares iBoxx $ High Yield Corp Bond $0.38
Mon 1st SPDR BarCap ST High Yield Bond ETF $0.19
Mon 1st U.S. Aggregate Bond ETF $0.1
July, 2016
Fri 1st iShares Barclays Aggregate Bond ETF $0.21
Fri 1st Vanguard Long-Term Bond ETF $0.28
Fri 1st Market Vectors High-Yield Muni ETF $0.1
Fri 1st iShares iBoxx $ High Yield Corp Bond $0.4
Fri 1st SPDR BarCap ST High Yield Bond ETF $0.19
Fri 1st U.S. Aggregate Bond ETF $0.09
June, 2016
Wed 1st iShares Barclays Aggregate Bond ETF $0.22
Wed 1st Vanguard Long-Term Bond ETF $0.29
Wed 1st Market Vectors High-Yield Muni ETF $0.12
Wed 1st iShares iBoxx $ High Yield Corp Bond $0.4
Wed 1st SPDR BarCap ST High Yield Bond ETF $0.19
Wed 1st U.S. Aggregate Bond ETF $0.09
May, 2016
Mon 2nd iShares Barclays Aggregate Bond ETF $0.21
Mon 2nd Vanguard Long-Term Bond ETF $0.29
Mon 2nd Market Vectors High-Yield Muni ETF $0.12
Mon 2nd iShares iBoxx $ High Yield Corp Bond $0.38
Mon 2nd SPDR BarCap ST High Yield Bond ETF $0.18
Mon 2nd U.S. Aggregate Bond ETF $0.1
April, 2016
Fri 1st iShares Barclays Aggregate Bond ETF $0.22
Fri 1st Market Vectors High-Yield Muni ETF $0.12
Fri 1st iShares iBoxx $ High Yield Corp Bond $0.38
Fri 1st SPDR BarCap ST High Yield Bond ETF $0.18
Fri 1st U.S. Aggregate Bond ETF $0.09
March, 2016
Tue 1st Market Vectors High-Yield Muni ETF $0.11
Tue 1st SPDR BarCap ST High Yield Bond ETF $0.19
February, 2016
Mon 1st iShares Barclays Aggregate Bond ETF $0.23
Mon 1st Vanguard Long-Term Bond ETF $0.3
Mon 1st Market Vectors High-Yield Muni ETF $0.12
Mon 1st iShares iBoxx $ High Yield Corp Bond $0.39
Mon 1st SPDR BarCap ST High Yield Bond ETF $0.18
Mon 1st U.S. Aggregate Bond ETF $0.09
December, 2015
Tue 29th Market Vectors High-Yield Muni ETF $0.12
Tue 29th SPDR BarCap ST High Yield Bond ETF $0.19
Tue 29th U.S. Aggregate Bond ETF $0.09
Thu 24th iShares Barclays Aggregate Bond ETF $0.22
Thu 24th iShares iBoxx $ High Yield Corp Bond $0.42
Wed 23rd Vanguard Long-Term Bond ETF $0.44
Tue 1st iShares Barclays Aggregate Bond ETF $0.37
Tue 1st Vanguard Long-Term Bond ETF $0.3
Tue 1st Market Vectors High-Yield Muni ETF $0.12
Tue 1st iShares iBoxx $ High Yield Corp Bond $0.4
Tue 1st SPDR BarCap ST High Yield Bond ETF $0.19
Tue 1st U.S. Aggregate Bond ETF $0.09
November, 2015
Mon 2nd iShares Barclays Aggregate Bond ETF $0.22
Mon 2nd Vanguard Long-Term Bond ETF $0.3
Mon 2nd Market Vectors High-Yield Muni ETF $0.12
Mon 2nd iShares iBoxx $ High Yield Corp Bond $0.39
Mon 2nd SPDR BarCap ST High Yield Bond ETF $0.18
Mon 2nd U.S. Aggregate Bond ETF $0.09
October, 2015
Thu 1st iShares Barclays Aggregate Bond ETF $0.21
Thu 1st Vanguard Long-Term Bond ETF $0.29
Thu 1st Market Vectors High-Yield Muni ETF $0.12
Thu 1st iShares iBoxx $ High Yield Corp Bond $0.4
Thu 1st SPDR BarCap ST High Yield Bond ETF $0.19
Thu 1st U.S. Aggregate Bond ETF $0.09
August, 2015
Mon 3rd iShares Barclays Aggregate Bond ETF $0.21
Mon 3rd Vanguard Long-Term Bond ETF $0.32
Mon 3rd Market Vectors High-Yield Muni ETF $0.13
Mon 3rd iShares iBoxx $ High Yield Corp Bond $0.4
Mon 3rd SPDR BarCap ST High Yield Bond ETF $0.18
Mon 3rd U.S. Aggregate Bond ETF $0.1
July, 2015
Wed 1st iShares Barclays Aggregate Bond ETF $0.22
Wed 1st Vanguard Long-Term Bond ETF $0.3
Wed 1st Market Vectors High-Yield Muni ETF $0.12
Wed 1st iShares iBoxx $ High Yield Corp Bond $0.4
Wed 1st SPDR BarCap ST High Yield Bond ETF $0.19
Wed 1st U.S. Aggregate Bond ETF $0.09
May, 2015
Fri 1st iShares Barclays Aggregate Bond ETF $0.21
Fri 1st Vanguard Long-Term Bond ETF $0.3
Fri 1st Market Vectors High-Yield Muni ETF $0.12
Fri 1st iShares iBoxx $ High Yield Corp Bond $0.4
Fri 1st SPDR BarCap ST High Yield Bond ETF $0.19
Fri 1st U.S. Aggregate Bond ETF $0.09
Fund Performance
  Fund Benchmark +/- Benchmark
Volatility (Since Inception)   3.94% 9.92% -5.98%
Since Inception (23rd April, 2015) 6.75% 27.27% -20.52%
Year To Date 4.36% 15.54% -11.18%
1 Week 0.37% 0.73% -0.36%
1 Month 0.05% 1.91% -1.86%
3 Months 0.15% 3.97% -3.82%
6 Months 1.53% 7.74% -6.21%
1 Year 2.69% 23.12% -20.43%
3 Years Not enough historical data.
3 Years (Annualized) Not enough historical data.
5 Years Not enough historical data.
5 Years (Annualized) Not enough historical data.
Since Inception (Annualized) (23rd April, 2015) 2.16% 8.37% -6.21%
by Year
  Fund Benchmark +/- Benchmark
2017 4.36% 15.54% -11.18%
2016 7.06% 12% -4.94%
2015 -4.58% 1.23% -5.82%
by Trimester
  Trim 1 Trim 2 Trim 3 Trim 4
2017 2.17% 1.12% 1.27% -0.27%
2016 3.42% 4.78% 2.06% -3.25%
2015 0% -3.37% -0.62% -0.63%
by Month
  Fund Benchmark +/- Benchmark
2017
    October -0.27% 2.36% -2.62%
    September -0.37% 1.51% -1.88%
    August 1% 0.29% 0.7%
    July 0.65% 2.06% -1.41%
    June 0.16% 0.64% -0.48%
    May -0.02% 0.92% -0.94%
    April 0.99% 0.99% -0.01%
    March -0.05% 0.12% -0.17%
    February 1.36% 3.93% -2.57%
    January 0.86% 1.79% -0.93%
2016
    December 1.78% 2.03% -0.24%
    November -3.57% 3.68% -7.26%
    October -1.47% -1.73% 0.27%
    September 0.02% 0.01% 0.02%
    August 0.73% 0.12% 0.61%
    July 1.31% 3.65% -2.34%
    June 2.52% 0.35% 2.17%
    May 0.39% 1.7% -1.31%
    April 1.87% 0.39% 1.48%
    March 2.05% 6.73% -4.68%
    February 1.18% -0.08% 1.26%
    January 0.19% -4.98% 5.16%
2015
    December -1% -1.73% 0.73%
    November -1.24% 0.37% -1.61%
    October 1.61% 8.51% -6.89%
    September -0.38% -2.55% 2.17%
    August -1.11% -6.1% 4.99%
    July 0.86% 2.26% -1.4%
    June -2.23% -2.03% -0.2%
    May -0.47% 1.29% -1.76%
    April -0.67% 0.98% -1.65%
Fund Statistics
Sharpe Ratio 1.83
Expectancy 1.12%
Fund Volatility 3.94
Benchmark Volatility (SPDR S&P 500 (SPY)) 9.92%
GRAND TOTAL
Total Trades 6 100%
Winning Trades 6 100%
Losing Trades 0 0%
Odd Trades 0 0%
Max Winning Trade 1.9%
Max Losing Trade 0.31%
Average Winning Trade 1.12%
Average Losing Trade 0%
Total DrawDown 0%
LONG ONLY
Long Trades 6 100%
Winning Trades 6 100%
Losing Trades 0 0%
Odd Trades 0 0%
Max Winning Trade 1.9%
Max Losing Trade 0.31%
Average Winning Trade 1.12%
Average Losing Trade 0%
DrawDown 0%
SHORT ONLY
Short Trades 0 0%
Winning Trades 0 0%
Losing Trades 0 0%
Odd Trades 0 0%
Max Winning Trade 0%
Max Losing Trade 0%
Average Winning Trade 0%
Average Losing Trade 0%
DrawDown 0%
Open Trades
Sym Ent D. Ent P. Mkt P. Fund PnL
L AGG 22 Apr 15 105.88 109.47 0.34%
L BLV 22 Apr 15 88.3 93.5 1.18%
L HYD 22 Apr 15 28.49 31.2 1.9%
L HYG 22 Apr 15 81.42 88.47 1.73%
L JNK 22 Apr 15 34.99 37.24 1.28%
L SCHZ 22 Apr 15 50.67 52.26 0.31%
Historical Trades
Sym Ent D. Ent P. Cls Mkt P. Fund PnL