SPHIX Mutual Fund

NAV$8.06

Returns Overview

1 Month
-0.00%
3 Months
+2.74%
6 Months
+2.13%
YTD
+2.13%
1 Year
+6.71%
3 Years (annualized)
+8.75%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPHIX 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 US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+3.23%
vs Peers
-1.10%

SPHIX Mutual Fund Performance

SPHIX performance across multiple time periods: 1-month -0.00%, YTD 2.13%, 1-year 6.71%, 3-year 8.75%, 5-year 3.53%, 10-year 4.93%.

SPHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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