HHHYX Mutual Fund

HHHYX Mutual Fund

NAV$28.80

Returns Overview

1 Month
+0.43%
3 Months
+27.04%
6 Months
+31.92%
YTD
+28.43%
1 Year
+61.88%
3 Years (annualized)
+26.53%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHHYX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.43%
Peer Avg (YTD)
+23.08%
vs Peers
+5.35%

HHHYX Mutual Fund Performance

HHHYX performance across multiple time periods: 1-month 0.43%, YTD 28.43%, 1-year 61.88%, 3-year 26.53%, 5-year 8.53%.

HHHYX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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