HYSCX Mutual Fund

NAV$8.28

Returns Overview

1 Month
-0.96%
3 Months
-1.31%
6 Months
-2.13%
YTD
-2.01%
1 Year
+3.27%
3 Years (annualized)
+6.28%
5 Years (annualized)
+3.18%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYSCX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Barclays US High Yield Ba/ B 1-5Y 1% Cap Index(^BUSHY5YC)
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
+3.23%
vs Peers
-5.24%

HYSCX Mutual Fund Performance

HYSCX performance across multiple time periods: 1-month -0.96%, YTD -2.01%, 1-year 3.27%, 3-year 6.28%, 5-year 3.18%, 10-year 3.88%.

HYSCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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