IHORX Mutual Fund

NAV$24.51

Returns Overview

1 Month
-0.04%
3 Months
+11.86%
6 Months
+10.55%
YTD
+9.14%
1 Year
+22.39%
3 Years (annualized)
+17.06%
5 Years (annualized)
+7.40%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHORX 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)
+9.14%
Peer Avg (YTD)
+9.13%
vs Peers
+0.01%

IHORX Mutual Fund Performance

IHORX performance across multiple time periods: 1-month -0.04%, YTD 9.14%, 1-year 22.39%, 3-year 17.06%, 5-year 7.40%, 10-year 8.93%.

IHORX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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