HYSQX Mutual Fund

NAV$8.30

Returns Overview

1 Month
+0.29%
3 Months
+1.95%
6 Months
+1.79%
YTD
+1.91%
1 Year
+4.28%
3 Years (annualized)
+7.27%
5 Years (annualized)
+4.28%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HYSQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Barclays US High Yield Ba/ B 1-5Y 1% Cap Index(^BUSHY5YC)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+3.23%
vs Peers
-1.31%

HYSQX Mutual Fund Performance

HYSQX performance across multiple time periods: 1-month 0.29%, YTD 1.91%, 1-year 4.28%, 3-year 7.27%, 5-year 4.28%, 10-year 5.06%.

HYSQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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