IHOVX Mutual Fund

NAV$25.50

Returns Overview

1 Month
+0.79%
3 Months
+2.82%
6 Months
+4.47%
YTD
+8.42%
1 Year
+22.07%
3 Years (annualized)
+17.52%
5 Years (annualized)
+7.96%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOVX 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)
+8.42%
Peer Avg (YTD)
+9.13%
vs Peers
-0.71%

IHOVX Mutual Fund Performance

IHOVX performance across multiple time periods: 1-month 0.79%, YTD 8.42%, 1-year 22.07%, 3-year 17.52%, 5-year 7.96%, 10-year 9.61%.

IHOVX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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