STYIX Mutual Fund

STYIX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
-1.06%
3 Months
-0.12%
6 Months
+1.57%
YTD
+1.73%
1 Year
+2.85%
3 Years (annualized)
+6.33%
5 Years (annualized)
+4.58%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STYIX 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 1-3 Year BB US Cash Pay High Yield Index(^IBAYSHYI)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+0.50%
vs Peers
+1.23%

STYIX Mutual Fund Performance

STYIX performance across multiple time periods: 1-month -1.06%, YTD 1.73%, 1-year 2.85%, 3-year 6.33%, 5-year 4.58%, 10-year 4.27%.

STYIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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