MSHYX Mutual Fund

NAV$8.62

Returns Overview

1 Month
+0.77%
3 Months
+1.51%
6 Months
+3.93%
YTD
+7.83%
1 Year
+7.95%
3 Years (annualized)
+9.59%
5 Years (annualized)
+3.98%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHYX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+6.01%
vs Peers
+1.82%

MSHYX Mutual Fund Performance

MSHYX performance across multiple time periods: 1-month 0.77%, YTD 7.83%, 1-year 7.95%, 3-year 9.59%, 5-year 3.98%, 10-year 5.34%.

MSHYX returns outperform the peer average of 6.01% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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