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Ocean Park High Income ETF (DUKH)



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Upturn Advisory Summary
08/14/2025: DUKH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Ocean Park High Income ETF
ETF Overview
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.
Reputation and Reliability
Ocean Park Asset Management is a smaller firm; their reputation is still developing within the ETF industry.
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.

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