MFHIX Mutual Fund

NAV$8.09

Returns Overview

1 Month
+0.48%
3 Months
+3.65%
6 Months
+3.41%
YTD
+3.28%
1 Year
+5.93%
3 Years (annualized)
+8.64%
5 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFHIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+3.23%
vs Peers
+0.06%

MFHIX Mutual Fund Performance

MFHIX performance across multiple time periods: 1-month 0.48%, YTD 3.28%, 1-year 5.93%, 3-year 8.64%, 5-year 5.59%.

MFHIX returns outperform 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.

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