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DUKH
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Ocean Park High Income ETF (DUKH)

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$24.4
Last Close (24-hour delay)
Profit since last BUY2.65%
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Consider higher Upturn Star rating
BUY since 50 days
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Upturn Advisory Summary

08/14/2025: DUKH (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 2.65%
Avg. Invested days 50
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 23.09 - 24.84
Updated Date 06/28/2025
52 Weeks Range 23.09 - 24.84
Updated Date 06/28/2025

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Ocean Park High Income ETF

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ETF Overview

overview logo Overview

The Ocean Park High Income ETF (HYLD) is an actively managed fund seeking high current income by investing primarily in high-yield corporate bonds and other income-producing securities.

reliability logo Reputation and Reliability

Ocean Park Asset Management is a smaller firm; their reputation is still developing within the ETF industry.

reliability logo Management Expertise

The management team possesses experience in fixed-income investing and portfolio management, but their track record with actively managed ETFs is shorter compared to larger issuers.

Investment Objective

overview logo Goal

To seek high current income.

Investment Approach and Strategy

Strategy: Actively managed fund focused on high-yield debt instruments.

Composition Primarily invests in high-yield corporate bonds, but may include other income-producing securities.

Market Position

Market Share: HYLD has a relatively small market share within the high-yield bond ETF segment.

Total Net Assets (AUM): 81000000

Competitors

overview logo Key Competitors

  • SPDR Bloomberg High Yield Bond ETF (JNK)
  • iShares iBoxx High Yield Corporate Bond ETF (HYG)
  • VanEck High Yield Muni ETF (HYD)

Competitive Landscape

The high-yield bond ETF market is dominated by a few large players like JNK and HYG. HYLD differentiates itself through its active management, which aims to generate higher income and potentially outperform passive benchmarks. However, this comes with higher expenses and the risk of underperformance. Smaller AUM and less trading volume place HYLD at a disadvantage.

Financial Performance

Historical Performance: Historical performance data should be examined for various periods (1yr, 3yr, 5yr, 10yr if available) to assess long-term results.

Benchmark Comparison: Performance should be compared against a relevant high-yield bond index (e.g., Bloomberg US Corporate High Yield Index) to evaluate the effectiveness of the active management.

Expense Ratio: 0.5

Liquidity

Average Trading Volume

Average trading volume data will help to assess how easily shares can be bought and sold.

Bid-Ask Spread

The bid-ask spread provides information about the potential cost of trading HYLD.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, credit spreads, and overall risk appetite influence the performance of high-yield bonds and, therefore, HYLD.

Growth Trajectory

HYLD's growth trajectory depends on its ability to attract assets through strong performance and effective marketing, as well as the overall demand for high-yield investments.

Moat and Competitive Advantages

Competitive Edge

HYLD's primary advantage lies in its active management, which aims to select undervalued high-yield bonds and manage risk dynamically. The fund seeks to outperform passive high-yield ETFs by identifying opportunities and avoiding potential defaults. Ocean Park's team claims to have specialized knowledge. The fund's smaller size allows for more flexible security selection compared to larger ETFs.

Risk Analysis

Volatility

HYLD's volatility is directly related to the volatility of the high-yield bond market. High-yield bonds are more sensitive to economic conditions and credit risk than investment-grade bonds.

Market Risk

The market risk includes credit risk (risk of default by issuers), interest rate risk (risk of falling bond prices when interest rates rise), and liquidity risk (risk of difficulty selling bonds quickly).

Investor Profile

Ideal Investor Profile

HYLD is suited for investors seeking higher current income and willing to accept a greater level of risk than traditional bond investments.

Market Risk

HYLD may be appropriate for long-term investors looking to supplement their income, but it's not ideal for risk-averse investors or those seeking capital preservation.

Summary

Ocean Park High Income ETF (HYLD) offers investors access to actively managed high-yield bonds, aiming to provide high current income. Its success hinges on the manager's ability to select securities effectively and manage risk. While active management could potentially outperform passive benchmarks, it also comes with greater cost and uncertainty. The ETF is better suited for risk-tolerant investors seeking enhanced income.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Ocean Park Asset Management

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on your own due diligence and consultation with a qualified financial advisor. Past performance is not indicative of future results.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Ocean Park High Income ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by tactically allocating the fund"s assets between unaffiliated higher yielding ETFs ("High Income ETFs"), long-term Treasury ETFs ("Treasury ETFs") and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in high income ETFs.