HYIFX Mutual Fund

HYIFX Mutual Fund

NAV$3.36
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Returns Overview

1 Month
-2.85%
3 Months
-2.32%
6 Months
+0.45%
YTD
-0.13%
1 Year
+1.30%
3 Years (annualized)
+7.82%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYIFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate High Yield 2% Issuer Capped Index(I29287US)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+0.50%
vs Peers
-0.63%

HYIFX Mutual Fund Performance

HYIFX performance across multiple time periods: 1-month -2.85%, YTD -0.13%, 1-year 1.30%, 3-year 7.82%, 5-year 3.85%, 10-year 4.45%.

HYIFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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