MSHDX Mutual Fund

MSHDX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
+0.70%
3 Months
+1.26%
6 Months
+3.40%
YTD
+6.66%
1 Year
+6.79%
3 Years (annualized)
+8.39%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHDX 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)
+6.66%
Peer Avg (YTD)
+6.01%
vs Peers
+0.65%

MSHDX Mutual Fund Performance

MSHDX performance across multiple time periods: 1-month 0.70%, YTD 6.66%, 1-year 6.79%, 3-year 8.39%, 5-year 3.01%, 10-year 4.50%.

MSHDX returns outperform the peer average of 6.01% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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