MHORX Mutual Fund

NAV$5.68

Returns Overview

1 Month
+0.01%
3 Months
+1.98%
6 Months
+1.28%
YTD
+1.28%
1 Year
+4.87%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.11%
10 Years (annualized)
+4.23%

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

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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
ICE BofA Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+0.99%
vs Peers
+0.29%

MHORX Mutual Fund Performance

MHORX performance across multiple time periods: 1-month 0.01%, YTD 1.28%, 1-year 4.87%, 3-year 7.86%, 5-year 3.11%, 10-year 4.23%.

MHORX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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