SHYAX Mutual Fund

SHYAX Mutual Fund

NAV$5.18
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Returns Overview

1 Month
+1.81%
3 Months
+0.04%
6 Months
+1.36%
YTD
+0.84%
1 Year
+7.40%
3 Years (annualized)
+7.42%
5 Years (annualized)
+3.01%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHYAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+0.36%
vs Peers
+0.48%

SHYAX Mutual Fund Performance

SHYAX performance across multiple time periods: 1-month 1.81%, YTD 0.84%, 1-year 7.40%, 3-year 7.42%, 5-year 3.01%, 10-year 5.26%.

SHYAX returns outperform the peer average of 0.36% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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