FHYVX Mutual Fund

FHYVX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
-0.30%
3 Months
-1.17%
6 Months
-1.11%
YTD
+1.40%
1 Year
+6.57%
3 Years (annualized)
+5.49%
5 Years (annualized)
+0.67%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHYVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+0.15%
vs Peers
+1.25%

FHYVX Mutual Fund Performance

FHYVX performance across multiple time periods: 1-month -0.30%, YTD 1.40%, 1-year 6.57%, 3-year 5.49%, 5-year 0.67%, 10-year 2.23%.

FHYVX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

FHYVX vs another fund shows side-by-side returns. FHYVX alternatives are available in the Mutual Fund Screener.