AMHYX Mutual Fund

NAV$3.50

Returns Overview

1 Month
+0.24%
3 Months
+2.74%
6 Months
+2.08%
YTD
+2.08%
1 Year
+6.03%
3 Years (annualized)
+7.82%
5 Years (annualized)
+3.37%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMHYX 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 Corporate High Yield 2% Issuer Capped Index(I29287US)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+3.23%
vs Peers
-1.15%

AMHYX Mutual Fund Performance

AMHYX performance across multiple time periods: 1-month 0.24%, YTD 2.08%, 1-year 6.03%, 3-year 7.82%, 5-year 3.37%, 10-year 4.39%.

AMHYX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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