SIHAX Mutual Fund

SIHAX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.59%
3 Months
+2.66%
6 Months
+1.38%
YTD
+1.38%
1 Year
+4.04%
3 Years (annualized)
+7.77%
5 Years (annualized)
+3.85%
10 Years (annualized)
+5.09%

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)
+1.38%
Peer Avg (YTD)
+3.23%
vs Peers
-1.84%

SIHAX Mutual Fund Performance

SIHAX performance across multiple time periods: 1-month 0.59%, YTD 1.38%, 1-year 4.04%, 3-year 7.77%, 5-year 3.85%, 10-year 5.09%.

SIHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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