IHYAX Mutual Fund

IHYAX Mutual Fund

NAV$6.94
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Returns Overview

1 Month
+0.14%
3 Months
+2.18%
6 Months
+1.29%
YTD
+1.29%
1 Year
+5.31%
3 Years (annualized)
+7.39%
5 Years (annualized)
+2.81%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHYAX 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
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+3.23%
vs Peers
-1.94%

IHYAX Mutual Fund Performance

IHYAX performance across multiple time periods: 1-month 0.14%, YTD 1.29%, 1-year 5.31%, 3-year 7.39%, 5-year 2.81%, 10-year 4.50%.

IHYAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

IHYAX performance comparison shows side-by-side returns with another fund. IHYAX alternatives are available in the Mutual Fund Screener.