VHYAX Mutual Fund

VHYAX Mutual Fund

NAV$49.95
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Returns Overview

1 Month
-0.69%
3 Months
+6.72%
6 Months
+10.79%
YTD
+9.80%
1 Year
+20.72%
3 Years (annualized)
+17.14%
5 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHYAX 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
Dow Jones US Total Stock Market Float Adjusted Index
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+9.49%
vs Peers
+0.31%

VHYAX Mutual Fund Performance

VHYAX performance across multiple time periods: 1-month -0.69%, YTD 9.80%, 1-year 20.72%, 3-year 17.14%, 5-year 11.61%.

VHYAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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