MHORX Mutual Fund

MHORX Mutual Fund

NAV$5.53
See how much of MHORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
+0.20%
6 Months
+0.40%
YTD
+1.11%
1 Year
+3.93%
3 Years (annualized)
+7.26%
5 Years (annualized)
+3.03%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.25%
vs Peers
+0.86%

MHORX Mutual Fund Performance

MHORX performance across multiple time periods: 1-month -0.17%, YTD 1.11%, 1-year 3.93%, 3-year 7.26%, 5-year 3.03%, 10-year 3.85%.

MHORX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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