SPHIX Mutual Fund

SPHIX Mutual Fund

NAV$7.80
See how much of SPHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.44%
3 Months
-2.14%
6 Months
+0.54%
YTD
-0.06%
1 Year
+1.37%
3 Years (annualized)
+8.51%
5 Years (annualized)
+3.39%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPHIX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.06%
Peer Avg (YTD)
+0.50%
vs Peers
-0.56%

SPHIX Mutual Fund Performance

SPHIX performance across multiple time periods: 1-month -2.44%, YTD -0.06%, 1-year 1.37%, 3-year 8.51%, 5-year 3.39%, 10-year 4.45%.

SPHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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