(SHYG) iShares 0-5 Year High Yield - Ratings and Ratios
Bonds, Corporate, Junk, Short-Term
Description: SHYG iShares 0-5 Year High Yield
The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) is designed to track the performance of U.S. dollar-denominated high yield corporate debt with a maturity period of 0-5 years. The fund invests at least 80% of its assets in the component securities of the underlying index, ensuring a high level of tracking accuracy.
As a High Yield Bond ETF, SHYG is likely to be sensitive to changes in credit spreads, interest rates, and overall market sentiment. The funds focus on shorter-term high yield debt may reduce its sensitivity to interest rate changes compared to longer-term high yield bond ETFs. Key performance indicators (KPIs) to monitor for SHYG include yield to maturity, credit quality, and sector allocation.
From a technical analysis perspective, SHYG has multiple support levels between 40.2 and 42.6, indicating a potential buying range. The funds current price is near its 52-week high, suggesting a strong uptrend. Additional KPIs to track include the funds expense ratio, trading volume, and average daily liquidity.
SHYGs underlying index is likely to be comprised of high yield corporate bonds with a mix of industries and credit ratings. The funds asset under management (AUM) of $6.8 billion indicates a moderate level of liquidity, which can impact trading costs and market impact. Other relevant metrics to consider include the funds duration, convexity, and credit spread duration.
SHYG ETF Overview
| Market Cap in USD | 7,283m |
| Category | High Yield Bond |
| TER | 0.30% |
| IPO / Inception | 2013-10-15 |
SHYG ETF Ratings
| Growth Rating | 66.9% |
| Fundamental | - |
| Dividend Rating | 82.7% |
| Return 12m vs S&P 500 | -7.84% |
| Analyst Rating | - |
SHYG Dividends
| Dividend Yield 12m | 7.19% |
| Yield on Cost 5y | 9.29% |
| Annual Growth 5y | 5.07% |
| Payout Consistency | 97.1% |
| Payout Ratio | % |
SHYG Growth Ratios
| Growth Correlation 3m | 97.3% |
| Growth Correlation 12m | 88.8% |
| Growth Correlation 5y | 82.5% |
| CAGR 5y | 5.68% |
| CAGR/Max DD 5y | 0.61 |
| Sharpe Ratio 12m | 0.32 |
| Alpha | 1.24 |
| Beta | 0.190 |
| Volatility | 2.94% |
| Current Volume | 1614.4k |
| Average Volume 20d | 1152k |
| Stop Loss | 41.9 (-3%) |
| Signal | -1.38 |
What is the price of SHYG shares?
Over the past week, the price has changed by +0.00%, over one month by +0.89%, over three months by +3.00% and over the past year by +7.79%.
Is iShares 0-5 Year High Yield a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SHYG is around 44.38 USD . This means that SHYG is currently overvalued and has a potential downside of 2.73%.
Is SHYG a buy, sell or hold?
What are the forecasts/targets for the SHYG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 48.7 | 12.7% |
Last update: 2025-08-30 04:56
SHYG Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.48
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 7.28b USD (7.28b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 7.28b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 7.28b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(7.28b)/V(0.0) * Re(6.72%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 6.72% (= CAPM, Blume Beta Adj.) -> floored to rf + ERP 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for SHYG ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle