IHYWX Mutual Fund

IHYWX Mutual Fund

NAV$6.94
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Returns Overview

1 Month
+0.16%
3 Months
+2.24%
6 Months
+1.42%
YTD
+1.42%
1 Year
+5.59%
3 Years (annualized)
+7.64%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHYWX 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)
+1.42%
Peer Avg (YTD)
+3.23%
vs Peers
-1.81%

IHYWX Mutual Fund Performance

IHYWX performance across multiple time periods: 1-month 0.16%, YTD 1.42%, 1-year 5.59%, 3-year 7.64%, 5-year 2.78%, 10-year 4.44%.

IHYWX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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