SMHYX Mutual Fund

SMHYX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+1.16%
3 Months
+0.88%
6 Months
+1.97%
YTD
+2.79%
1 Year
+5.34%
3 Years (annualized)
+4.47%

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
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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

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)
+2.79%
Peer Avg (YTD)
+2.15%
vs Peers
+0.63%

SMHYX Mutual Fund Performance

SMHYX performance across multiple time periods: 1-month 1.16%, YTD 2.79%, 1-year 5.34%, 3-year 4.47%.

SMHYX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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