MHOTX Mutual Fund

NAV$5.77

Returns Overview

1 Month
+1.64%
3 Months
+3.77%
6 Months
+3.26%
YTD
+3.26%
1 Year
+7.12%
3 Years (annualized)
+9.21%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHOTX 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)
+3.26%
Peer Avg (YTD)
+0.99%
vs Peers
+2.27%

MHOTX Mutual Fund Performance

MHOTX performance across multiple time periods: 1-month 1.64%, YTD 3.26%, 1-year 7.12%, 3-year 9.21%, 5-year 4.22%, 10-year 5.28%.

MHOTX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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