SFHYX Mutual Fund

SFHYX Mutual Fund

NAV$22.91
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Returns Overview

1 Month
+0.48%
3 Months
+1.74%
6 Months
+3.35%
YTD
+2.24%
1 Year
+5.28%
3 Years (annualized)
+8.04%
5 Years (annualized)
+2.81%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFHYX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+4.96%
vs Peers
-2.73%

SFHYX Mutual Fund Performance

SFHYX performance across multiple time periods: 1-month 0.48%, YTD 2.24%, 1-year 5.28%, 3-year 8.04%, 5-year 2.81%, 10-year 5.77%.

SFHYX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.94%, investors should weigh costs against performance when evaluating this mutual fund.

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