MZHSX Mutual Fund

MZHSX Mutual Fund

NAV$7.75
See how much of MZHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.15%
3 Months
+1.37%
6 Months
+2.63%
YTD
+3.12%
1 Year
+5.44%
3 Years (annualized)
+7.60%
5 Years (annualized)
+3.16%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MZHSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+2.15%
vs Peers
+0.96%

MZHSX Mutual Fund Performance

MZHSX performance across multiple time periods: 1-month 1.15%, YTD 3.12%, 1-year 5.44%, 3-year 7.60%, 5-year 3.16%, 10-year 4.44%.

MZHSX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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