IHSAX Mutual Fund

IHSAX Mutual Fund

NAV$24.96
See how much of IHSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.58%
3 Months
-2.70%
6 Months
+2.77%
YTD
+7.36%
1 Year
+11.67%
3 Years (annualized)
+18.06%
5 Years (annualized)
+0.96%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+14.00%
vs Peers
-6.64%

IHSAX Mutual Fund Performance

IHSAX performance across multiple time periods: 1-month 1.58%, YTD 7.36%, 1-year 11.67%, 3-year 18.06%, 5-year 0.96%, 10-year 11.33%.

IHSAX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

IHSAX vs another fund shows side-by-side returns. IHSAX alternatives are available in the Mutual Fund Screener.