IHAYX Mutual Fund

NAV$21.07

Returns Overview

1 Month
-0.18%
3 Months
+5.52%
6 Months
+4.84%
YTD
+4.63%
1 Year
+11.85%
3 Years (annualized)
+9.97%
5 Years (annualized)
+4.72%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHAYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+5.87%
vs Peers
-1.23%

IHAYX Mutual Fund Performance

IHAYX performance across multiple time periods: 1-month -0.18%, YTD 4.63%, 1-year 11.85%, 3-year 9.97%, 5-year 4.72%, 10-year 6.23%.

IHAYX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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