AHYDX Mutual Fund

NAV$5.16

Returns Overview

1 Month
+0.17%
3 Months
+3.09%
6 Months
+2.76%
YTD
+2.76%
1 Year
+7.19%
3 Years (annualized)
+8.24%
5 Years (annualized)
+3.40%
10 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHYDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Cap Index(^BBUHYIC)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+3.23%
vs Peers
-0.46%

AHYDX Mutual Fund Performance

AHYDX performance across multiple time periods: 1-month 0.17%, YTD 2.76%, 1-year 7.19%, 3-year 8.24%, 5-year 3.40%, 10-year 4.77%.

AHYDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

AHYDX performance comparison shows side-by-side returns with another fund. AHYDX alternatives are available in the Mutual Fund Screener.