SMHYX Mutual Fund

SMHYX Mutual Fund

NAV$10.04
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.26%
3 Months
+2.48%
6 Months
+2.05%
YTD
+2.15%
1 Year
+6.11%
3 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMHYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate High Yield 2% Issuer Capped Index(I29287US)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+3.23%
vs Peers
-1.07%

SMHYX Mutual Fund Performance

SMHYX performance across multiple time periods: 1-month 0.26%, YTD 2.15%, 1-year 6.11%, 3-year 4.39%.

SMHYX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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