MFHVX Mutual Fund

NAV$8.08

Returns Overview

1 Month
+0.46%
3 Months
+3.72%
6 Months
+3.42%
YTD
+3.29%
1 Year
+5.67%
3 Years (annualized)
+8.43%
5 Years (annualized)
+4.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFHVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+3.23%
vs Peers
+0.06%

MFHVX Mutual Fund Performance

MFHVX performance across multiple time periods: 1-month 0.46%, YTD 3.29%, 1-year 5.67%, 3-year 8.43%, 5-year 4.02%.

MFHVX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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