SIHPX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+0.49%
3 Months
+2.67%
6 Months
+1.28%
YTD
+1.38%
1 Year
+3.95%
3 Years (annualized)
+7.72%
5 Years (annualized)
+3.81%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIHPX 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
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📉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)
+1.38%
Peer Avg (YTD)
+3.23%
vs Peers
-1.84%

SIHPX Mutual Fund Performance

SIHPX performance across multiple time periods: 1-month 0.49%, YTD 1.38%, 1-year 3.95%, 3-year 7.72%, 5-year 3.81%, 10-year 5.07%.

SIHPX 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.

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