HYSZX Mutual Fund

HYSZX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
+0.28%
3 Months
+2.06%
6 Months
+1.89%
YTD
+1.89%
1 Year
+4.23%
3 Years (annualized)
+7.22%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYSZX 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
Barclays US High Yield Ba/ B 1-5Y 1% Cap Index(^BUSHY5YC)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+3.23%
vs Peers
-1.34%

HYSZX Mutual Fund Performance

HYSZX performance across multiple time periods: 1-month 0.28%, YTD 1.89%, 1-year 4.23%, 3-year 7.22%, 5-year 4.26%, 10-year 5.00%.

HYSZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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