SHYIX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+0.51%
3 Months
+2.73%
6 Months
+1.51%
YTD
+1.51%
1 Year
+4.30%
3 Years (annualized)
+8.01%
5 Years (annualized)
+4.00%
10 Years (annualized)
+5.30%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+3.23%
vs Peers
-1.71%

SHYIX Mutual Fund Performance

SHYIX performance across multiple time periods: 1-month 0.51%, YTD 1.51%, 1-year 4.30%, 3-year 8.01%, 5-year 4.00%, 10-year 5.30%.

SHYIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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