HIYLD Mutual Fund

HIYLD Mutual Fund

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Returns Overview

1 Month
-0.78%
3 Months
-0.05%
6 Months
-1.74%
YTD
+1.32%
1 Year
+4.97%
3 Years (annualized)
+8.19%
5 Years (annualized)
+4.09%
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
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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 Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+0.12%
vs Peers
+1.20%

HIYLD Mutual Fund Performance

HIYLD performance across multiple time periods: 1-month -0.78%, YTD 1.32%, 1-year 4.97%, 3-year 8.19%, 5-year 4.09%, 10-year 5.75%.

HIYLD returns outperform the peer average of 0.12% 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.