FSHYX Mutual Fund

FSHYX Mutual Fund

NAV$9.82

Returns Overview

1 Month
+0.10%
3 Months
+0.74%
6 Months
+1.18%
YTD
+1.18%
1 Year
+2.76%
3 Years (annualized)
+3.34%
5 Years (annualized)
+1.56%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+1.79%
vs Peers
-0.60%

FSHYX Mutual Fund Performance

FSHYX performance across multiple time periods: 1-month 0.10%, YTD 1.18%, 1-year 2.76%, 3-year 3.34%, 5-year 1.56%, 10-year 1.58%.

FSHYX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

FSHYX performance comparison shows side-by-side returns with another fund. FSHYX alternatives are available in the Mutual Fund Screener.