MHOIX Mutual Fund

MHOIX Mutual Fund

NAV$5.50
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Returns Overview

1 Month
-2.15%
3 Months
-1.43%
6 Months
+0.95%
YTD
+0.33%
1 Year
+1.58%
3 Years (annualized)
+8.63%
5 Years (annualized)
+4.09%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHOIX 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 Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
-1.59%
vs Peers
+1.91%

MHOIX Mutual Fund Performance

MHOIX performance across multiple time periods: 1-month -2.15%, YTD 0.33%, 1-year 1.58%, 3-year 8.63%, 5-year 4.09%, 10-year 4.92%.

MHOIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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