IHYAX Mutual Fund

IHYAX Mutual Fund

NAV$6.69
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Returns Overview

1 Month
-3.00%
3 Months
-2.56%
6 Months
-0.44%
YTD
-1.30%
1 Year
+0.13%
3 Years (annualized)
+6.98%
5 Years (annualized)
+2.78%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHYAX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+0.50%
vs Peers
-1.80%

IHYAX Mutual Fund Performance

IHYAX performance across multiple time periods: 1-month -3.00%, YTD -1.30%, 1-year 0.13%, 3-year 6.98%, 5-year 2.78%, 10-year 4.12%.

IHYAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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