UHYOX Mutual Fund

UHYOX Mutual Fund

NAV$6.85
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Returns Overview

3 Months
-0.44%
6 Months
+0.34%
YTD
+0.77%
1 Year
+7.98%
3 Years (annualized)
+0.74%
5 Years (annualized)
+2.57%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would UHYOX 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
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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 US High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+1.28%
vs Peers
-0.50%

UHYOX Mutual Fund Performance

UHYOX performance across multiple time periods: YTD 0.77%, 1-year 7.98%, 3-year 0.74%, 5-year 2.57%, 10-year 2.85%.

UHYOX returns trail the peer average of 1.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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