SPHIX Mutual Fund

SPHIX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
-0.59%
3 Months
+0.28%
6 Months
+1.16%
YTD
+2.97%
1 Year
+7.21%
3 Years (annualized)
+9.11%
5 Years (annualized)
+3.34%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPHIX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+0.12%
vs Peers
+2.85%

SPHIX Mutual Fund Performance

SPHIX performance across multiple time periods: 1-month -0.59%, YTD 2.97%, 1-year 7.21%, 3-year 9.11%, 5-year 3.34%, 10-year 4.62%.

SPHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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