Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) Performance
BHYB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.7% since Dec 31, 2025
- 1 year
- +2.0% total return
- Since first price
- +26.4% since 2023
BHYB trailing returns vs SPY, QQQ, AGG
| Period | BHYB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.6% | −1.2% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.9% | −2.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −0.7% | −3.6% | +7.8% | +8.4% | −1.5% |
| YTD | +0.7% | −3.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.0% | −4.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 27, 2023 | +26.4% | +4.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BHYB vs SPY
From Oct 27, 2023: BHYB grew to $12,638, SPY to $19,188.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BHYB returns by calendar year
2 of 2 full years positive. Best 2025 (+8.9%), worst 2024 (+6.4%). 2026 is year to date.
BHYB annual returns table
| Year | BHYB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +0.7% | −2.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.9% | −4.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.4% | −2.1% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BHYB risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +8.0% |
| Volatility (annualized) | 4.4% |
| Sharpe ratio | 0.81 |
| Sortino ratio | 1.40 |
| Best month | +4.6% |
| Worst month | −2.5% |
| Best 12 months | +14.0% |
| Worst 12 months | +1.7% |
| Positive months | 80% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BHYB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | +1.7% | +7.5% | +14.0% | 100% |
| 3-year (a year) | 1 | +7.9% | +7.9% | +7.9% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BHYB performance overview
Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) returned +2.0% over the past year, with distributions reinvested. Since its first recorded price on Oct 27, 2023 it has returned +26.4%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: BHYB chart, BHYB dividends. See the BHYB overview for the latest quote and fund facts.
BHYB performance FAQ
What is the BHYB return over the past year?
BHYB returned +2.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.1%.
How much would $10,000 invested in BHYB be worth?
$10,000 invested in BHYB at its first recorded close on October 27, 2023 would be worth about $12,638 on October 23, 2026 with distributions reinvested.
What was the worst year for BHYB?
The worst calendar year was 2024, with a total return of +6.4%. The best was 2025 at +8.9%.
How volatile is BHYB?
Over the past history BHYB had an annualized volatility of 4.4% and a Sharpe ratio of 0.81 (excess return over 1–3 month T-bills per unit of risk).