SFHIX Mutual Fund

SFHIX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+0.19%
3 Months
+2.37%
6 Months
+1.55%
YTD
+1.43%
1 Year
+4.33%
3 Years (annualized)
+6.98%
5 Years (annualized)
+5.36%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFHIX 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
Morningstar LSTA US B-Ratings and Above Loan Index
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+3.23%
vs Peers
-1.79%

SFHIX Mutual Fund Performance

SFHIX performance across multiple time periods: 1-month 0.19%, YTD 1.43%, 1-year 4.33%, 3-year 6.98%, 5-year 5.36%, 10-year 4.86%.

SFHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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