SIYYX Mutual Fund

NAV$5.23

Returns Overview

1 Month
+1.83%
3 Months
+0.10%
6 Months
+1.48%
YTD
+0.92%
1 Year
+7.65%
3 Years (annualized)
+7.68%
5 Years (annualized)
+3.25%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SIYYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+0.36%
vs Peers
+0.56%

SIYYX Mutual Fund Performance

SIYYX performance across multiple time periods: 1-month 1.83%, YTD 0.92%, 1-year 7.65%, 3-year 7.68%, 5-year 3.25%, 10-year 5.56%.

SIYYX returns outperform the peer average of 0.36% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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