IHOSX Mutual Fund

NAV$25.04

Returns Overview

1 Month
+0.72%
3 Months
+2.71%
6 Months
+4.25%
YTD
+8.16%
1 Year
+23.03%
3 Years (annualized)
+17.53%
5 Years (annualized)
+7.78%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+9.13%
vs Peers
-0.97%

IHOSX Mutual Fund Performance

IHOSX performance across multiple time periods: 1-month 0.72%, YTD 8.16%, 1-year 23.03%, 3-year 17.53%, 5-year 7.78%, 10-year 9.30%.

IHOSX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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