IHAYX Mutual Fund

IHAYX Mutual Fund

NAV$20.31
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Returns Overview

1 Month
+1.49%
3 Months
+1.51%
6 Months
+2.88%
YTD
+6.40%
1 Year
+10.86%
3 Years (annualized)
+10.72%
5 Years (annualized)
+4.78%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHAYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+6.28%
vs Peers
+0.12%

IHAYX Mutual Fund Performance

IHAYX performance across multiple time periods: 1-month 1.49%, YTD 6.40%, 1-year 10.86%, 3-year 10.72%, 5-year 4.78%, 10-year 6.14%.

IHAYX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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