FHYVX Mutual Fund

NAV$8.86

Returns Overview

1 Month
+1.27%
3 Months
+3.66%
6 Months
+3.91%
YTD
+3.91%
1 Year
+9.00%
3 Years (annualized)
+6.01%
5 Years (annualized)
+1.28%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHYVX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+1.79%
vs Peers
+2.12%

FHYVX Mutual Fund Performance

FHYVX performance across multiple time periods: 1-month 1.27%, YTD 3.91%, 1-year 9.00%, 3-year 6.01%, 5-year 1.28%, 10-year 2.53%.

FHYVX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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