HYSAX Mutual Fund

HYSAX Mutual Fund

NAV$8.11
See how much of HYSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.64%
3 Months
+0.45%
6 Months
+1.38%
YTD
+2.08%
1 Year
+3.23%
3 Years (annualized)
+6.42%
5 Years (annualized)
+3.89%
10 Years (annualized)
+4.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYSAX 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
Barclays US High Yield Ba/ B 1-5Y 1% Cap Index(^BUSHY5YC)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+2.15%
vs Peers
-0.08%

HYSAX Mutual Fund Performance

HYSAX performance across multiple time periods: 1-month 0.64%, YTD 2.08%, 1-year 3.23%, 3-year 6.42%, 5-year 3.89%, 10-year 4.55%.

HYSAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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