MHORX Mutual Fund

MHORX Mutual Fund

NAV$5.51
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Returns Overview

1 Month
-2.23%
3 Months
-1.68%
6 Months
+0.27%
YTD
-0.42%
1 Year
+0.57%
3 Years (annualized)
+7.56%
5 Years (annualized)
+3.06%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHORX 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 Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
-1.59%
vs Peers
+1.16%

MHORX Mutual Fund Performance

MHORX performance across multiple time periods: 1-month -2.23%, YTD -0.42%, 1-year 0.57%, 3-year 7.56%, 5-year 3.06%, 10-year 3.89%.

MHORX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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