(HYXF) iShares ESG Advanced High - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46435G4414 • High Yield Bond
HYXF: Bonds, Corporate, High-Yield, Fixed-Income, Securities
The fund tracks an index of U.S. dollar-denominated high-yield corporate bonds issued by companies with strong ESG profiles. The index applies ESG criteria to filter out issuers with unfavorable environmental, social, or governance practices, while also incorporating additional screens to further refine the portfolio. At least 80% of the funds assets are allocated to the securities included in the underlying index, with a minimum of 90% invested in fixed-income securities of the types represented in the index.
The ETF provides exposure to high-yield bonds from issuers that meet specific ESG standards, offering a way to align fixed-income investments with sustainability goals. The funds strategy combines ESG considerations with traditional fixed-income investing, targeting higher yields while maintaining a focus on issuers with better ESG performance. This approach may reduce exposure to companies with higher ESG risks, potentially lowering default risk over time.
Based on the technical and fundamental data, the 3-month outlook for HYXF suggests moderate stability with potential for slight upside. The SMA20 of 46.72 indicates recent strength above the SMA50 (46.40), while the SMA200 (45.27) reflects longer-term upward momentum. The ATR of 0.25 signals low volatility, suggesting the fund may trade within a narrow range. With an AUM of $167.82M, the fund operates with manageable liquidity, supported by an average daily volume of 20,495 shares. The last price of 46.62 aligns closely with the SMA20, pointing to a potential sideways to slightly bullish trend in the near term.
Additional Sources for HYXF ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
HYXF ETF Overview
Market Cap in USD | 163m |
Category | High Yield Bond |
TER | 0.35% |
IPO / Inception | 2016-06-14 |
HYXF ETF Ratings
Growth 5y | 53.2% |
Fundamental | - |
Dividend | 69.6% |
Rel. Strength Industry | 7.81 |
Analysts | - |
Fair Price Momentum | 46.59 USD |
Fair Price DCF | - |
HYXF Dividends
Dividend Yield 12m | 5.96% |
Yield on Cost 5y | 7.80% |
Annual Growth 5y | 2.52% |
Payout Consistency | 95.2% |
HYXF Growth Ratios
Growth Correlation 3m | 77.3% |
Growth Correlation 12m | 96.4% |
Growth Correlation 5y | 42.2% |
CAGR 5y | 5.73% |
CAGR/Max DD 5y | 0.35 |
Sharpe Ratio 12m | 1.49 |
Alpha | 3.43 |
Beta | 0.20 |
Volatility | 4.68% |
Current Volume | 34.3k |
Average Volume 20d | 12k |
As of March 15, 2025, the stock is trading at USD 46.29 with a total of 34,346 shares traded.
Over the past week, the price has changed by -0.76%, over one month by -0.49%, over three months by +0.41% and over the past year by +8.90%.
Partly, yes. Based on ValueRay Analyses, iShares ESG Advanced High (NASDAQ:HYXF) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.19 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HYXF as of March 2025 is 46.59. This means that HYXF is currently overvalued and has a potential downside of 0.65%.
iShares ESG Advanced High has no consensus analysts rating.
According to ValueRays Forecast Model, HYXF iShares ESG Advanced High will be worth about 50.6 in March 2026. The stock is currently trading at 46.29. This means that the stock has a potential upside of +9.35%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 50.6 | 9.4% |