HIYLD Mutual Fund

HIYLD Mutual Fund

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Returns Overview

1 Month
+0.39%
3 Months
+0.85%
6 Months
-1.17%
YTD
+2.80%
1 Year
+5.28%
3 Years (annualized)
+1.69%
5 Years (annualized)
-2.00%
10 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIYLD 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 Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+2.15%
vs Peers
+0.65%

HIYLD Mutual Fund Performance

HIYLD performance across multiple time periods: 1-month 0.39%, YTD 2.80%, 1-year 5.28%, 3-year 1.69%, 5-year -2.00%, 10-year 5.75%.

HIYLD returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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