SIHAX Mutual Fund

SIHAX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-0.28%
3 Months
+0.82%
6 Months
+0.79%
YTD
+1.10%
1 Year
+3.50%
3 Years (annualized)
+7.10%
5 Years (annualized)
+3.64%
10 Years (annualized)
+4.84%

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)
+1.10%
Peer Avg (YTD)
+0.12%
vs Peers
+0.98%

SIHAX Mutual Fund Performance

SIHAX performance across multiple time periods: 1-month -0.28%, YTD 1.10%, 1-year 3.50%, 3-year 7.10%, 5-year 3.64%, 10-year 4.84%.

SIHAX returns outperform the peer average of 0.12% 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.