SHYIX Mutual Fund

SHYIX Mutual Fund

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Returns Overview

1 Month
-0.20%
3 Months
+0.85%
6 Months
+1.03%
YTD
+1.31%
1 Year
+3.76%
3 Years (annualized)
+7.40%
5 Years (annualized)
+3.91%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHYIX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+0.12%
vs Peers
+1.19%

SHYIX Mutual Fund Performance

SHYIX performance across multiple time periods: 1-month -0.20%, YTD 1.31%, 1-year 3.76%, 3-year 7.40%, 5-year 3.91%, 10-year 5.11%.

SHYIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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