SFHIX Mutual Fund

SFHIX Mutual Fund

NAV$8.80
See how much of SFHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.16%
3 Months
+2.10%
6 Months
+4.52%
YTD
+3.56%
1 Year
+4.96%
3 Years (annualized)
+6.93%
5 Years (annualized)
+5.70%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFHIX 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
Morningstar LSTA US B-Ratings and Above Loan Index
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+0.50%
vs Peers
+3.06%

SFHIX Mutual Fund Performance

SFHIX performance across multiple time periods: 1-month 0.16%, YTD 3.56%, 1-year 4.96%, 3-year 6.93%, 5-year 5.70%, 10-year 4.87%.

SFHIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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