IHOIX Mutual Fund

NAV$23.81

Returns Overview

3 Months
+12.01%
6 Months
+10.87%
YTD
+9.50%
1 Year
+23.92%
3 Years (annualized)
+18.05%
5 Years (annualized)
+8.20%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOIX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.13%
vs Peers
+0.37%

IHOIX Mutual Fund Performance

IHOIX performance across multiple time periods: YTD 9.50%, 1-year 23.92%, 3-year 18.05%, 5-year 8.20%, 10-year 9.68%.

IHOIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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