HYSZX Mutual Fund

HYSZX Mutual Fund

NAV$8.11
See how much of HYSZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.78%
3 Months
-1.43%
6 Months
+0.60%
YTD
+0.43%
1 Year
+1.73%
3 Years (annualized)
+6.71%
5 Years (annualized)
+4.16%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYSZX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays US High Yield Ba/ B 1-5Y 1% Cap Index(^BUSHY5YC)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+0.50%
vs Peers
-0.07%

HYSZX Mutual Fund Performance

HYSZX performance across multiple time periods: 1-month -1.78%, YTD 0.43%, 1-year 1.73%, 3-year 6.71%, 5-year 4.16%, 10-year 4.81%.

HYSZX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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