FHISX Mutual Fund

NAV$6.77

Returns Overview

1 Month
-0.73%
3 Months
-1.17%
6 Months
-2.03%
YTD
-2.31%
1 Year
+4.62%
3 Years (annualized)
+7.84%
5 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-2.31%
Peer Avg (YTD)
+3.23%
vs Peers
-5.54%

FHISX Mutual Fund Performance

FHISX performance across multiple time periods: 1-month -0.73%, YTD -2.31%, 1-year 4.62%, 3-year 7.84%, 5-year 3.31%.

FHISX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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