STHZX Mutual Fund

NAV$5.72
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Returns Overview

3 Months
+0.17%
6 Months
+0.35%
YTD
+1.64%
1 Year
+6.36%
3 Years (annualized)
+0.87%
5 Years (annualized)
+3.17%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STHZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+3.81%
vs Peers
-2.16%

STHZX Mutual Fund Performance

STHZX performance across multiple time periods: YTD 1.64%, 1-year 6.36%, 3-year 0.87%, 5-year 3.17%, 10-year 3.53%.

STHZX returns trail the peer average of 3.81% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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