HCHYX Mutual Fund

HCHYX Mutual Fund

NAV$7.72
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Returns Overview

1 Month
-0.13%
3 Months
+2.00%
6 Months
+1.46%
YTD
+1.46%
1 Year
+4.97%
3 Years (annualized)
+7.68%
5 Years (annualized)
+4.24%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCHYX 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
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🏦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 US High Yield Ba/B 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+3.23%
vs Peers
-1.77%

HCHYX Mutual Fund Performance

HCHYX performance across multiple time periods: 1-month -0.13%, YTD 1.46%, 1-year 4.97%, 3-year 7.68%, 5-year 4.24%, 10-year 6.28%.

HCHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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