Bondbloxx USD High Yield Bond Sector Rotation… (HYSA) Performance
HYSA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.6% since Dec 31, 2025
- 1 year
- +0.7% total return
- 5 years
- +4.3% a year
- 10 years
- +2.7% a year
- Since first price
- +2.7% a year since 2012
HYSA trailing returns vs AGG, TLT, SPY
| Period | HYSA total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.2% | −1.7% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.4% | −2.9% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.4% | −4.4% | −1.5% | −3.8% | +7.8% |
| YTD | −0.6% | −5.3% | −1.0% | −3.4% | +12.3% |
| 1 year | +0.7% | −5.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +25.4%+7.8%/yr | +2.0% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +23.5%+4.3%/yr | −10.5% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +29.9%+2.7%/yr | −23.0% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionNov 7, 2012 | +44.4%+2.7%/yr | −28.6% | — | — | — |
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: HYSA vs AGG
From Nov 7, 2012: HYSA grew to $14,441, AGG to $12,540.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HYSA returns by calendar year
9 of 13 full years positive. Best 2023 (+11.8%), worst 2020 (−5.7%). 2026 is year to date.
HYSA annual returns table
| Year | HYSA | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.6% | −3.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.4% | −4.9% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.7% | −2.7% | +1.3% | −8.1% | +24.9% |
| 2023 | +11.8% | −3.9% | +5.7% | +2.8% | +26.2% |
| 2022 | −3.8% | −7.2% | −13.0% | −31.2% | −18.2% |
| 2021 | +2.1% | −1.4% | −1.8% | −4.6% | +28.7% |
| 2020 | −5.7% | −18.7% | +7.5% | +18.2% | +18.3% |
| 2019 | +7.0% | −1.1% | +8.5% | +14.1% | +31.2% |
| 2018 | −0.9% | −5.2% | +0.1% | −1.6% | −4.6% |
| 2017 | +1.7% | −0.9% | +3.6% | +9.2% | +21.7% |
| 2016 | +8.6% | −1.6% | +2.4% | +1.2% | +12.0% |
| 2015 | −2.0% | −6.7% | +0.5% | −1.8% | +1.2% |
| 2014 | +0.5% | −3.2% | +6.0% | +27.3% | +13.5% |
| 2013 | +3.9% | −1.9% | −2.0% | −13.4% | +32.3% |
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.
HYSA largest drawdowns
Now 2.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 15, 2020 | −18.7% | Mar 23, 2020 | Nov 29, 2023 | 2 months | 3.9 years |
| May 27, 2015 | −6.7% | Dec 15, 2015 | Jul 14, 2016 | 7 months | 1.1 years |
| Oct 5, 2018 | −5.2% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
HYSA risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2012 |
|---|---|---|---|---|
| Annualized return | +7.3% | +4.4% | +2.7% | +2.7% |
| Volatility (annualized) | 4.7% | 4.8% | 4.9% | 4.5% |
| Sharpe ratio | 0.61 | 0.19 | 0.11 | 0.26 |
| Sortino ratio | 1.03 | 0.29 | 0.14 | 0.35 |
| Best month | +4.5% | +4.5% | +4.5% | +4.5% |
| Worst month | −2.4% | −2.8% | −8.4% | −8.4% |
| Best 12 months | +15.3% | +15.3% | +15.3% | +15.3% |
| Worst 12 months | +0.4% | −5.2% | −8.5% | −8.5% |
| Positive months | 72% | 62% | 60% | 61% |
| Beta vs S&P 500 | 0.28 | 0.21 | 0.23 | — |
| Correlation with S&P 500 | 0.74 | 0.70 | 0.71 | — |
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.
HYSA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 156 | −8.5% | +3.1% | +15.3% | 75% |
| 3-year (a year) | 132 | −2.6% | +2.2% | +9.3% | 74% |
| 5-year (a year) | 108 | −0.6% | +2.0% | +5.3% | 88% |
| 10-year (a year) | 48 | +1.0% | +2.3% | +3.6% | 100% |
Every holding period starting at a month-end since 2012. Returns for 3 years and longer are annualized.
HYSA performance overview
Bondbloxx USD High Yield Bond Sector Rotation… (HYSA) returned +0.7% over the past year and +2.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2012 it has returned +2.7% a year, turning $10,000 into about $14,441. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −18.7%, from Jan 15, 2020 to Mar 23, 2020, and it took 3.7 years to get back to the old high. HYSA finished 9 of its 13 full calendar years with a gain; the best year was 2023 (+11.8%) and the worst 2020 (−5.7%). Volatility has been 4.5% a year.
Related: HYSA chart, HYSA dividends, HYSA bond profile. See the HYSA overview for the latest quote and fund facts.
HYSA performance FAQ
What is the HYSA return over the past year?
HYSA returned +0.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.7%.
What is the average annual return of HYSA?
HYSA has returned +4.3% a year over 5 years, +2.7% a year over 10 years, +2.7% a year since November 7, 2012 (total return, distributions reinvested).
How much would $10,000 invested in HYSA be worth?
$10,000 invested in HYSA at its first recorded close on November 7, 2012 would be worth about $14,441 on October 23, 2026 with distributions reinvested.
What was the worst year for HYSA?
The worst calendar year was 2020, with a total return of −5.7%. The best was 2023 at +11.8%.
What is the biggest drawdown of HYSA?
The largest peak-to-trough decline was −18.7% between January 15, 2020 and March 23, 2020. It recovered to the old high on November 29, 2023, 3.7 years after the bottom.
How volatile is HYSA?
Over the past 3 years HYSA had an annualized volatility of 4.7% and a Sharpe ratio of 0.61 (excess return over 1–3 month T-bills per unit of risk).