SMHYX Mutual Fund

SMHYX Mutual Fund

NAV$9.66
See how much of SMHYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.63%
3 Months
-2.02%
6 Months
+0.41%
YTD
+0.08%
1 Year
+1.62%
3 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMHYX 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
Bloomberg Barclays US Corporate High Yield 2% Issuer Capped Index(I29287US)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.50%
vs Peers
-0.42%

SMHYX Mutual Fund Performance

SMHYX performance across multiple time periods: 1-month -2.63%, YTD 0.08%, 1-year 1.62%, 3-year 4.47%.

SMHYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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