HYSZX Mutual Fund

HYSZX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
+0.78%
3 Months
+0.64%
6 Months
+1.51%
YTD
+2.25%
1 Year
+3.62%
3 Years (annualized)
+6.71%
5 Years (annualized)
+4.16%
10 Years (annualized)
+4.81%

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
PROUpgrade to run
🏦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)
+2.25%
Peer Avg (YTD)
+2.15%
vs Peers
+0.10%

HYSZX Mutual Fund Performance

HYSZX performance across multiple time periods: 1-month 0.78%, YTD 2.25%, 1-year 3.62%, 3-year 6.71%, 5-year 4.16%, 10-year 4.81%.

HYSZX returns outperform the peer average of 2.15% 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.