HCHYX Mutual Fund

HCHYX Mutual Fund

NAV$7.64
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Returns Overview

3 Months
+0.39%
6 Months
+0.53%
YTD
+1.46%
1 Year
+5.25%
3 Years (annualized)
+7.06%
5 Years (annualized)
+3.96%
10 Years (annualized)
+6.07%

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
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 US High Yield Ba/B 2% Issuer Capped Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.12%
vs Peers
+1.34%

HCHYX Mutual Fund Performance

HCHYX performance across multiple time periods: YTD 1.46%, 1-year 5.25%, 3-year 7.06%, 5-year 3.96%, 10-year 6.07%.

HCHYX returns outperform the peer average of 0.12% 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.