SAHIX Mutual Fund

SAHIX Mutual Fund

NAV$5.72
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Returns Overview

3 Months
+0.17%
6 Months
+0.17%
YTD
+1.23%
1 Year
+5.99%
3 Years (annualized)
+0.39%
5 Years (annualized)
+2.59%
10 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+3.81%
vs Peers
-2.57%

SAHIX Mutual Fund Performance

SAHIX performance across multiple time periods: YTD 1.23%, 1-year 5.99%, 3-year 0.39%, 5-year 2.59%, 10-year 3.08%.

SAHIX returns trail the peer average of 3.81% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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