HYIZX Mutual Fund

HYIZX Mutual Fund

NAV$7.51
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Returns Overview

1 Month
+1.04%
3 Months
+1.15%
6 Months
+2.05%
YTD
+2.46%
1 Year
+4.75%
3 Years (annualized)
+7.53%
5 Years (annualized)
+3.70%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYIZX 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
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+2.15%
vs Peers
+0.31%

HYIZX Mutual Fund Performance

HYIZX performance across multiple time periods: 1-month 1.04%, YTD 2.46%, 1-year 4.75%, 3-year 7.53%, 5-year 3.70%, 10-year 5.14%.

HYIZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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