HCHYX Mutual Fund

HCHYX Mutual Fund

NAV$7.52
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Returns Overview

1 Month
-2.88%
3 Months
-2.50%
6 Months
-0.55%
YTD
-1.08%
1 Year
+0.46%
3 Years (annualized)
+7.31%
5 Years (annualized)
+3.81%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCHYX 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 Ba/B 2% Issuer Capped Index
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+0.50%
vs Peers
-1.58%

HCHYX Mutual Fund Performance

HCHYX performance across multiple time periods: 1-month -2.88%, YTD -1.08%, 1-year 0.46%, 3-year 7.31%, 5-year 3.81%, 10-year 5.97%.

HCHYX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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