VHYRX Mutual Fund

NAV$6.93

Returns Overview

1 Month
+0.17%
3 Months
+2.28%
6 Months
+1.50%
YTD
+1.50%
1 Year
+5.77%
3 Years (annualized)
+7.81%
5 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VHYRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays High Yield Bond - 2% Issuer Constrained Composite Index(I30765)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+3.23%
vs Peers
-1.73%

VHYRX Mutual Fund Performance

VHYRX performance across multiple time periods: 1-month 0.17%, YTD 1.50%, 1-year 5.77%, 3-year 7.81%, 5-year 3.21%.

VHYRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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