HYSQX Mutual Fund

HYSQX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+0.67%
3 Months
+0.65%
6 Months
+1.53%
YTD
+2.28%
1 Year
+3.55%
3 Years (annualized)
+6.72%
5 Years (annualized)
+4.21%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYSQX 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)
+2.28%
Peer Avg (YTD)
+2.15%
vs Peers
+0.13%

HYSQX Mutual Fund Performance

HYSQX performance across multiple time periods: 1-month 0.67%, YTD 2.28%, 1-year 3.55%, 3-year 6.72%, 5-year 4.21%, 10-year 4.87%.

HYSQX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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