STHIX Mutual Fund

STHIX Mutual Fund

See how much of STHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.05%
3 Months
+0.47%
6 Months
+0.57%
YTD
+9.30%
1 Year
+9.30%
3 Years (annualized)
+4.33%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STHIX 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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)

STHIX Mutual Fund Performance

STHIX performance across multiple time periods: 1-month 0.05%, YTD 9.30%, 1-year 9.30%, 3-year 4.33%, 5-year 4.41%, 10-year 6.26%.

STHIX returns can be compared against peers and benchmarks. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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