MHORX Mutual Fund

MHORX Mutual Fund

NAV$5.51
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Returns Overview

1 Month
+0.06%
3 Months
-1.45%
6 Months
-1.26%
YTD
-0.36%
1 Year
+0.48%
3 Years (annualized)
+7.45%
5 Years (annualized)
+2.86%
10 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHORX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Global High Yield Constrained USD Hedged Index(^ICEBOFAGHYCUHI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
-0.81%
vs Peers
+0.45%

MHORX Mutual Fund Performance

MHORX performance across multiple time periods: 1-month 0.06%, YTD -0.36%, 1-year 0.48%, 3-year 7.45%, 5-year 2.86%, 10-year 3.46%.

MHORX returns outperform the peer average of -0.81% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

MHORX vs another fund shows side-by-side returns. MHORX alternatives are available in the Mutual Fund Screener.