No House member has disclosed a SPHY trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.6 | -0.5 | -1.6 | 1.0 | -0.1 | -0.4 | -0.7 | 0.3 | -3.3 | 0.0 | −4.6% | ||
| 2025 | 1.3 | 0.3 | -1.8 | -0.7 | 1.1 | 1.3 | -0.4 | 0.6 | 0.4 | -0.6 | 0.1 | -0.6 | +0.9% |
| 2024 | 0.3 | -0.6 | 0.6 | -1.7 | 0.9 | -0.1 | 1.5 | 0.9 | 1.1 | -1.5 | 1.1 | -1.9 | +0.4% |
| 2023 | 3.7 | -2.0 | 1.2 | -0.2 | -1.8 | 1.4 | 0.8 | -0.4 | -2.2 | -1.6 | 3.8 | 2.1 | +4.7% |
| 2022 | -2.5 | -1.3 | -1.9 | -4.1 | 0.7 | -7.3 | 5.9 | -4.0 | -4.4 | 2.5 | 2.7 | -2.7 | −15.9% |
| 2021 | 0.1 | -0.1 | 0.3 | 0.5 | -0.2 | 1.0 | -0.1 | 0.1 | -0.4 | -0.4 | -1.7 | 1.4 | +0.3% |
| 2020 | -0.3 | -1.6 | -12.8 | 4.8 | 3.3 | 0.3 | 4.3 | 0.1 | -1.2 | 0.2 | 3.2 | 1.3 | +0.5% |
| 2019 | 3.4 | 0.3 | 1.6 | 0.7 | -2.2 | 2.0 | 0.0 | -0.3 | 0.3 | -0.5 | 0.0 | 1.2 | +6.8% |
| 2018 | -0.8 | -1.8 | -0.8 | -0.5 | -0.1 | -0.8 | 1.0 | 0.4 | -0.4 | -1.9 | -0.6 | -0.8 | −7.1% |
| 2017 | 1.4 | 0.4 | -0.6 | 1.0 | 0.7 | -0.2 | 0.0 | 0.5 | 0.2 | -0.4 | -0.4 | -0.1 | +2.7% |
| 2016 | -0.2 | 1.7 | 2.9 | 1.4 | -0.3 | 1.5 | 2.0 | 0.7 | 0.6 | -1.2 | -3.6 | 1.9 | +7.5% |
| 2015 | 1.9 | 0.8 | -0.9 | -0.6 | -0.5 | -1.8 | -0.7 | -0.6 | -1.9 | 2.0 | -1.3 | -3.9 | −7.4% |
| 2014 | 2.5 | 0.7 | 0.4 | 0.7 | 1.3 | 0.0 | -1.4 | 2.0 | -2.2 | 1.2 | -0.8 | -1.2 | +3.3% |
| 2013 | 0.1 | -0.4 | -0.5 | 1.5 | -1.6 | -3.4 | 1.1 | -2.7 | 1.3 | 1.9 | -1.4 | -1.4 | −5.5% |
| 2012 | 2.0 | -0.5 | 0.8 | 1.3 | -0.4 | 0.3 | +3.5% |
The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market.