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HYS Live Performance

This chart is a hypothetical composite constructed from public holdings and historical price data for research transparency.

A continuously updated, price-only performance series for the Higher Yield Savings (HYS), built from published holdings and daily closing prices. It’s a transparent, rules-based view under static weight assumptions.

What you’re seeing

  • Price return since start (base = 0%).
  • Price return only (no dividends/distributions).
  • Default chart comparison includes BND, SGOV for context.
  • Holdings toggle isolates HYS constituents only.

Interpretation

  • Uses composite weights.
  • Weights are static.
  • Hypothetical backtest; educational only.

Key stats

Holdings loaded8
Weight sum1.000000
Required coverage100%
Start2025-07-28
End2026-10-02
Data points299

Tracking begins at newest holdings inception: STRC

External simulation: testfol.io backtest ↗

Methodology

  • Composite uses published weights (snapshot).
  • Daily close prices; price return only.
  • Static weights; no rebalance modeled.
  • No fees, taxes, slippage, cash flows.
  • Composite starts at 0% on the first date with valid prices for every weighted holding. Missing prices carry forward for up to five calendar days; longer gaps are unavailable.

Historical results are hypothetical, derived from public data, and provided for educational purposes only.

Price continuity: 1 observation uses a prior close (up to five calendar days). No prices remain unavailable.

Price Return Since Inception (Base = 0%)

Choose dates or a preset to explore a range. On desktop, hover for exact values or drag to zoom.

Chart date range

Showing Jul 28, 2025 → Oct 2, 2026 · 299 observations. Presets use calendar months; returns stay based on inception.

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© 2026 Portfolio Engineers. Content is provided for research and educational purposes only and should not be interpreted as investment advice or a recommendation to buy or sell any security. Hypothetical or model results may not reflect actual trading outcomes.