SMHYX Mutual Fund

SMHYX Mutual Fund

NAV$10.02
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Returns Overview

1 Month
-0.54%
3 Months
+0.37%
6 Months
+1.25%
YTD
+1.61%
1 Year
+5.26%
3 Years (annualized)
+7.46%

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
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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)
+1.61%
Peer Avg (YTD)
+0.12%
vs Peers
+1.49%

SMHYX Mutual Fund Performance

SMHYX performance across multiple time periods: 1-month -0.54%, YTD 1.61%, 1-year 5.26%, 3-year 7.46%.

SMHYX returns outperform the peer average of 0.12% 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.