SFHYX Mutual Fund

SFHYX Mutual Fund

NAV$22.71
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Returns Overview

1 Month
-0.40%
3 Months
-0.49%
6 Months
-0.89%
YTD
+0.09%
1 Year
+6.52%
3 Years (annualized)
+7.01%
5 Years (annualized)
+2.58%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFHYX 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
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🏦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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+5.54%
vs Peers
-5.45%

SFHYX Mutual Fund Performance

SFHYX performance across multiple time periods: 1-month -0.40%, YTD 0.09%, 1-year 6.52%, 3-year 7.01%, 5-year 2.58%, 10-year 7.17%.

SFHYX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.94%, investors should weigh costs against performance when evaluating this mutual fund.

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