HCHYX Mutual Fund

HCHYX Mutual Fund

NAV$7.61
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Returns Overview

1 Month
+3.09%
3 Months
+0.51%
6 Months
+0.91%
YTD
+1.98%
1 Year
+3.56%
3 Years (annualized)
+8.69%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.89%

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)
+1.98%
Peer Avg (YTD)
+2.28%
vs Peers
-0.30%

HCHYX Mutual Fund Performance

HCHYX performance across multiple time periods: 1-month 3.09%, YTD 1.98%, 1-year 3.56%, 3-year 8.69%, 5-year 3.88%, 10-year 5.89%.

HCHYX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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