High Yield Quarterly
14
Jul
2023
2023 Q2 High Yield Quarterly
In the second quarter of 2023, the Bloomberg US Corporate High Yield Index (“Index”) return was 1.75% bringing the year to date (“YTD”) return to 5.38%. The S&P 500 index return was 8.74% (including dividends reinvested) bringing the YTD return to 16.88%. Over the period, while the 10 year Treasury yield increased 37 basis points, [...]
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11
Apr
2023
2023 Q1 High Yield Quarterly
In the first quarter of 2023, the Bloomberg US Corporate High Yield Index (“Index”) return was 3.57%, and the S&P 500 stock index return was 7.48% (including dividends reinvested). Over the period, while the 10 year Treasury yield fell 41 basis points, the Index option adjusted spread (“OAS”) tightened 14 basis points moving from 469 [...]
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12
Jan
2023
2022 Q4 High Yield Quarterly
In the fourth quarter of 2022, the Bloomberg US Corporate High Yield Index (“Index”) return was 4.17% bringing the year to date (“YTD”) return to -11.19%. The S&P 500 stock index return was 7.55% (including dividends reinvested) for Q4, and the YTD return stands at -18.13%. The 10 year US Treasury rate (“10 year”) finished [...]
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12
Oct
2022
2022 Q3 High Yield Quarterly
In the third quarter of 2022, the Bloomberg US Corporate High Yield Index (“Index”) return was ‐0.65% bringing the year to date (“YTD”) return to ‐14.74%. The S&P 500 stock index return was ‐4.89% (including dividends reinvested) for Q3, and the YTD return stands at ‐23.88%. The 10 year US Treasury rate (“10 year”) generally [...]
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09
Jul
2022
Q2 High Yield Quarterly
In the second quarter of 2022, the Bloomberg Barclays US Corporate High Yield Index (“Index”) return was -9.83% bringing the year to date (“YTD”) return to -14.19%. The CAM High Yield Composite net of fees total return was -10.44% bringing the YTD net of fees total return to -15.91%. The S&P 500 stock index return [...]
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11
Apr
2022
2022 Q1 High Yield Quarterly
In the first quarter of 2022, the Bloomberg Barclays US Corporate High Yield Index (“Index”) return was ‐4.84% while the CAM High Yield Composite net of fees total return was ‐ 6.11%. The S&P 500 stock index return was ‐4.60% (including dividends reinvested) over the same period. The 10 year US Treasury rate (“10 year”) [...]
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11
Jan
2022
2021 Q4 High Yield Quarterly
In the fourth quarter of 2021, the Bloomberg Barclays US Corporate High Yield Index (“Index”) return was 0.71% bringing the year to date (“YTD”) return to 5.28%. The CAM High Yield Composite net of fees total return was 0.45% bringing the YTD net of fees return to 4.03%. The S&P 500 stock index return was [...]
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15
Oct
2021
2021 Q3 High Yield Quarterly
In the third quarter of 2021, the Bloomberg Barclays US Corporate High Yield Index (“Index”) return was 0.89% bringing the year to date (“YTD”) return to 4.53%. The CAM High Yield Composite net of fees total return was 1.10% bringing the YTD net of fees return to 3.56%. The S&P 500 stock index return was [...]
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11
Jul
2021
2021 Q2 High Yield Quarterly
In the second quarter of 2021, the Bloomberg Barclays US Corporate High Yield Index (“Index”) return was 2.74% bringing the year to date (“YTD”) return to 3.62%. The CAM High Yield Composite gross total return was 2.61% bringing the YTD return to 2.59%. The S&P 500 stock index return was 8.55% (including dividends reinvested) for [...]
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09
Apr
2021
2021 Q1 High Yield Quarterly
In the first quarter of 2021, the Bloomberg Barclays US Corporate High Yield Index (“Index”) return was 0.85% while the CAM High Yield Composite gross total return was -0.01%. The S&P 500 stock index return was 6.17% (including dividends reinvested) over the same period. The 10 year US Treasury rate (“10 year”) had a steady [...]
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