MHOIX Mutual Fund

NAV$5.66

Returns Overview

1 Month
+0.27%
3 Months
+2.41%
6 Months
+1.79%
YTD
+1.79%
1 Year
+5.92%
3 Years (annualized)
+8.94%
5 Years (annualized)
+4.15%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHOIX 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 Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
+1.79%
Peer Avg (YTD)
+0.99%
vs Peers
+0.79%

MHOIX Mutual Fund Performance

MHOIX performance across multiple time periods: 1-month 0.27%, YTD 1.79%, 1-year 5.92%, 3-year 8.94%, 5-year 4.15%, 10-year 5.27%.

MHOIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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