MHOTX Mutual Fund

MHOTX Mutual Fund

NAV$5.62
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Returns Overview

1 Month
+0.79%
3 Months
+2.35%
6 Months
+2.93%
YTD
+3.98%
1 Year
+5.99%
3 Years (annualized)
+8.91%
5 Years (annualized)
+4.17%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHOTX 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
ICE BofA Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+0.20%
vs Peers
+3.77%

MHOTX Mutual Fund Performance

MHOTX performance across multiple time periods: 1-month 0.79%, YTD 3.98%, 1-year 5.99%, 3-year 8.91%, 5-year 4.17%, 10-year 4.91%.

MHOTX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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