IYHIX Mutual Fund

IYHIX Mutual Fund

NAV$5.47
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Returns Overview

1 Month
-3.57%
3 Months
-3.15%
6 Months
-2.01%
YTD
-4.00%
1 Year
-2.84%
3 Years (annualized)
+5.03%
5 Years (annualized)
+2.14%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYHIX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-4.00%
Peer Avg (YTD)
+0.50%
vs Peers
-4.50%

IYHIX Mutual Fund Performance

IYHIX performance across multiple time periods: 1-month -3.57%, YTD -4.00%, 1-year -2.84%, 3-year 5.03%, 5-year 2.14%, 10-year 4.01%.

IYHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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