See what your fund actually adds
Principal Active High Yield ETF YLD
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | YLD | Replication |
|---|---|---|
| Annualized growth | 4.3% | 4.0% |
| Annualized volatility | 5.5% | 5.4% |
| Sharpe ratio | 0.80 | 0.75 |
| Maximum drawdown | 13.3% | 13.3% |
| Replication fit (R²) | 0.96 · Tracking error 1.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model YLD’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 89.3% |
| BKLN | FI · Senior Bank Loans | 10.7% |