MHYZX Mutual Fund

MHYZX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-0.01%
3 Months
+1.28%
6 Months
+2.42%
YTD
+3.07%
1 Year
+6.65%
3 Years (annualized)
+9.02%
5 Years (annualized)
+5.72%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHYZX 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 US Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+0.12%
vs Peers
+2.95%

MHYZX Mutual Fund Performance

MHYZX performance across multiple time periods: 1-month -0.01%, YTD 3.07%, 1-year 6.65%, 3-year 9.02%, 5-year 5.72%, 10-year 6.58%.

MHYZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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