MXHYX Mutual Fund

NAV$8.44

Returns Overview

1 Month
+0.35%
3 Months
+5.80%
6 Months
+5.93%
YTD
+5.54%
1 Year
+10.17%
3 Years (annualized)
+9.64%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXHYX 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 ML US High Yield Index
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+3.23%
vs Peers
+2.31%

MXHYX Mutual Fund Performance

MXHYX performance across multiple time periods: 1-month 0.35%, YTD 5.54%, 1-year 10.17%, 3-year 9.64%, 5-year 4.11%, 10-year 5.74%.

MXHYX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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