IHOTX Mutual Fund

NAV$25.30

Returns Overview

3 Months
+12.01%
6 Months
+10.89%
YTD
+9.46%
1 Year
+23.76%
3 Years (annualized)
+17.99%
5 Years (annualized)
+8.18%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOTX 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)
+9.46%
Peer Avg (YTD)
+9.13%
vs Peers
+0.33%

IHOTX Mutual Fund Performance

IHOTX performance across multiple time periods: YTD 9.46%, 1-year 23.76%, 3-year 17.99%, 5-year 8.18%, 10-year 9.66%.

IHOTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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