IYHIX Mutual Fund

NAV$5.71

Returns Overview

1 Month
-0.56%
3 Months
+1.17%
6 Months
-0.88%
YTD
-0.88%
1 Year
+3.03%
3 Years (annualized)
+5.52%
5 Years (annualized)
+2.15%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IYHIX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+3.23%
vs Peers
-4.11%

IYHIX Mutual Fund Performance

IYHIX performance across multiple time periods: 1-month -0.56%, YTD -0.88%, 1-year 3.03%, 3-year 5.52%, 5-year 2.15%, 10-year 4.39%.

IYHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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