SIHAX Mutual Fund

SIHAX Mutual Fund

NAV$9.51
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Returns Overview

3 Months
-1.48%
6 Months
-0.67%
YTD
-0.40%
1 Year
+0.60%
3 Years (annualized)
+7.27%
5 Years (annualized)
+3.27%
10 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIHAX 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)
-0.40%
Peer Avg (YTD)
+1.93%
vs Peers
-2.33%

SIHAX Mutual Fund Performance

SIHAX performance across multiple time periods: YTD -0.40%, 1-year 0.60%, 3-year 7.27%, 5-year 3.27%, 10-year 4.16%.

SIHAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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