AHYRX Mutual Fund

NAV$5.14

Returns Overview

1 Month
+0.30%
3 Months
+2.90%
6 Months
+2.39%
YTD
+2.39%
1 Year
+6.39%
3 Years (annualized)
+7.44%
5 Years (annualized)
+2.63%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHYRX 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)
+2.39%
Peer Avg (YTD)
+3.23%
vs Peers
-0.84%

AHYRX Mutual Fund Performance

AHYRX performance across multiple time periods: 1-month 0.30%, YTD 2.39%, 1-year 6.39%, 3-year 7.44%, 5-year 2.63%, 10-year 3.97%.

AHYRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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