iShares High Yield Muni Active ETF (HIMU) Performance
HIMU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.0% since Dec 31, 2025
- 1 year
- −0.1% total return
- Since first price
- +1.1% since 2025
HIMU trailing returns vs AGG, TLT, SPY
| Period | HIMU total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −2.3% | −3.5% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.6% | −4.1% | −1.5% | −3.8% | +7.8% |
| YTD | −0.0% | −3.8% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.1% | −5.2% | −1.1% | −6.9% | +14.4% |
| Since inceptionFeb 10, 2025 | +1.1% | −7.1% | — | — | — |
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: HIMU vs AGG
From Feb 10, 2025: HIMU grew to $10,110, AGG to $10,516.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HIMU returns by calendar year
2026 is year to date.
HIMU annual returns table
| Year | HIMU | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.0% | −8.3% | −1.0% | −3.4% | +12.3% |
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.
HIMU largest drawdowns
Now 4.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 6, 2026 | −8.3% | Oct 7, 2026 | not yet | 3 months | 4 months so far |
| Mar 3, 2025 | −8.0% | Apr 11, 2025 | Oct 15, 2025 | 39 days | 7 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
HIMU risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | −1.6% |
| Volatility (annualized) | 6.9% |
| Sharpe ratio | -0.75 |
| Sortino ratio | -0.88 |
| Best month | +3.6% |
| Worst month | −4.6% |
| Best 12 months | +7.9% |
| Worst 12 months | −2.2% |
| Positive months | 53% |
| 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.
HIMU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | −2.2% | +5.4% | +7.9% | 89% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
HIMU performance overview
iShares High Yield Muni Active ETF (HIMU) returned −0.1% over the past year, with distributions reinvested. Since its first recorded price on Feb 10, 2025 it has returned +1.1%. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −8.3%, from Jul 6, 2026 to Oct 7, 2026; the fund has not yet regained that high. Volatility has been 6.9% a year.
Related: HIMU chart, HIMU dividends, HIMU bond profile. See the HIMU overview for the latest quote and fund facts.
HIMU performance FAQ
What is the HIMU return over the past year?
HIMU returned −0.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.2%.
How much would $10,000 invested in HIMU be worth?
$10,000 invested in HIMU at its first recorded close on February 10, 2025 would be worth about $10,110 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of HIMU?
The largest peak-to-trough decline was −8.3% between July 6, 2026 and October 7, 2026. It has not yet recovered to that high; it is 4.5% below its peak.
How volatile is HIMU?
Over the past history HIMU had an annualized volatility of 6.9% and a Sharpe ratio of -0.75 (excess return over 1–3 month T-bills per unit of risk).