SFHIX Mutual Fund

SFHIX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
-0.18%
3 Months
+1.17%
6 Months
+3.20%
YTD
+3.37%
1 Year
+4.45%
3 Years (annualized)
+6.72%
5 Years (annualized)
+5.56%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFHIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar LSTA US B-Ratings and Above Loan Index
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+2.28%
vs Peers
+1.09%

SFHIX Mutual Fund Performance

SFHIX performance across multiple time periods: 1-month -0.18%, YTD 3.37%, 1-year 4.45%, 3-year 6.72%, 5-year 5.56%, 10-year 4.73%.

SFHIX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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