MFHVX Mutual Fund

MFHVX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
+0.73%
3 Months
+2.30%
6 Months
+2.90%
YTD
+4.04%
1 Year
+5.55%
3 Years (annualized)
+8.04%
5 Years (annualized)
+4.14%

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
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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 Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+0.12%
vs Peers
+3.92%

MFHVX Mutual Fund Performance

MFHVX performance across multiple time periods: 1-month 0.73%, YTD 4.04%, 1-year 5.55%, 3-year 8.04%, 5-year 4.14%.

MFHVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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