HYTR
+0.05 · +0.24%
$21.79 · NYSE

Northern Lights Fund Trust III (HYTR) ETF Analysis | Nontraditional Bond

Counterpoint Mutual Funds · USA
AUM:$243.6M
#– of – in Nontraditional Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

HYTR returned +4.7% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is HYTR?

The fund seeks to achieve its investment objective by investing at least 80% of its net assets in securities included in the index. The rules-based index is comprised of constituents that are a blend of allocations to two asset classes: unaffiliated U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
HYTR returned 4.7% over the past year.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$243.6M
Expense Ratio0.79%
Dividend Yield5.75%
Holdings3
Inception DateJan 2020
Domicile–
Distribution–
Index–
ProviderCounterpoint Mutual Funds
Beta0.68
CategoryNontraditional Bond
CurrencyUSD
Portfolio Impact

How would HYTR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.7%
1Y
+0.8%
3Y
+16.4%
5Y
+7.6%
OpenBook InsightIf you had invested £10,000 in HYTR 5 years ago, it would have grown to £10,763 — a gain of £763.

Annual Returns

Calendar year performance

HYTR delivered positive returns in 3 of the last 5 calendar years.
YearHYTR
2026 YTD-1.2%
2025+5.8%
2024+7.7%
2023+8.0%
2022-11.2%
CAGR 4yr+2.2%
3/5 positive yearsAvg return: +1.8%Worst year: -11.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.5%
Low
Momentum
-0.0%
30-day change
Support Level
21.23
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.