SIHSX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+0.53%
3 Months
+2.46%
6 Months
+1.02%
YTD
+1.02%
1 Year
+3.29%
3 Years (annualized)
+6.93%
5 Years (annualized)
+2.97%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIHSX 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)
+1.02%
Peer Avg (YTD)
+3.23%
vs Peers
-2.20%

SIHSX Mutual Fund Performance

SIHSX performance across multiple time periods: 1-month 0.53%, YTD 1.02%, 1-year 3.29%, 3-year 6.93%, 5-year 2.97%, 10-year 4.26%.

SIHSX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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