OHYFX Mutual Fund

NAV$6.52

Returns Overview

1 Month
+0.22%
3 Months
+2.29%
6 Months
+2.07%
YTD
+2.07%
1 Year
+6.19%
3 Years (annualized)
+8.80%
5 Years (annualized)
+4.04%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OHYFX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+3.23%
vs Peers
-1.16%

OHYFX Mutual Fund Performance

OHYFX performance across multiple time periods: 1-month 0.22%, YTD 2.07%, 1-year 6.19%, 3-year 8.80%, 5-year 4.04%, 10-year 5.12%.

OHYFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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