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Upturn AI SWOT - About
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS)
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Upturn Advisory Summary
10/02/2025: HYS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 22.35% | Avg. Invested days 127 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/02/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.57 | 52 Weeks Range 85.59 - 94.91 | Updated Date 06/29/2025 |
52 Weeks Range 85.59 - 94.91 | Updated Date 06/29/2025 |
Upturn AI SWOT
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
ETF Overview
Overview
The PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS) seeks to track the ICE BofA 0-5 Year US High Yield Constrained Index, providing exposure to short-term, high-yield corporate bonds. It focuses on the high-yield sector with a relatively short maturity profile.
Reputation and Reliability
PIMCO is a well-established and reputable fixed-income investment manager.
Management Expertise
PIMCO has extensive experience in managing fixed-income portfolios.
Investment Objective
Goal
To track the performance of the ICE BofA 0-5 Year US High Yield Constrained Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the index's holdings and weighting.
Composition Primarily holds short-term, high-yield corporate bonds.
Market Position
Market Share: HYS holds a moderate market share within the short-term high-yield bond ETF category.
Total Net Assets (AUM): 1258000000
Competitors
Key Competitors
- iShares 0-5 Year High Yield Corp Bond ETF (SHYG)
- SPDR Bloomberg High Yield Bond ETF (JNK)
- VanEck High Yield Muni ETF (HYMB)
Competitive Landscape
The short-term high-yield bond ETF market is competitive, with several established players. HYS benefits from PIMCO's strong brand and fixed-income expertise but faces competition from larger, more liquid ETFs like SHYG and JNK. HYS's focus on the 0-5 year maturity range can be an advantage in certain rate environments.
Financial Performance
Historical Performance: Historical performance data is dependent on market conditions and index performance.
Benchmark Comparison: The ETF's performance should closely track the ICE BofA 0-5 Year US High Yield Constrained Index.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The average trading volume is moderately active, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads impact HYS. Changes in high yield bond market conditions also have an impact.
Growth Trajectory
Growth is influenced by demand for short-term high-yield bond exposure. There are no recent significant changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
HYS benefits from PIMCO's strong brand reputation and expertise in fixed-income investing, which could attract investors seeking a reliable fund manager. The ETF's focus on short-term high-yield bonds can be attractive during periods of rising interest rates or economic uncertainty. It offers a relatively lower duration profile than broader high-yield bond ETFs, potentially reducing interest rate risk. Moreover, the constrained index methodology helps to limit concentration risk within the portfolio.
Risk Analysis
Volatility
HYS experiences moderate volatility, reflecting the high-yield nature of its holdings. Risk is affected by changes in credit market sentiment and economic conditions.
Market Risk
The primary risks include credit risk (default risk of the underlying bonds) and interest rate risk, although the short maturity profile mitigates the latter somewhat.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking high current income with lower duration risk than broad high-yield bond funds.
Market Risk
HYS is suitable for investors seeking income and diversification within a fixed-income portfolio.
Summary
PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS) provides exposure to short-term high-yield corporate bonds, offering a blend of income and relatively lower interest rate sensitivity. It is managed by PIMCO, a well-regarded fixed-income manager, and aims to track the ICE BofA 0-5 Year US High Yield Constrained Index. While it provides less duration risk compared to funds holding longer dated high yield bonds, investors should be wary of credit risks and market sentiment volatility. HYS is most appropriate for income-seeking investors looking to diversify fixed-income portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO
- FactSet
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own research and risk tolerance.
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 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests under normal circumstances at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the ICE BofA 0-5 Year U.S. High Yield Constrained Index. The underlying index is an unmanaged index comprised of U.S. dollar denominated below investment grade corporate debt securities publicly issued in the U.S. domestic market with remaining maturities of less than 5 years.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.