IHSRX Mutual Fund

NAV$27.87

Returns Overview

1 Month
-5.33%
3 Months
+7.07%
6 Months
+7.03%
YTD
+8.95%
1 Year
+34.79%
3 Years (annualized)
+15.68%
5 Years (annualized)
+6.28%
10 Years (annualized)
+17.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSRX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+18.52%
vs Peers
-9.57%

IHSRX Mutual Fund Performance

IHSRX performance across multiple time periods: 1-month -5.33%, YTD 8.95%, 1-year 34.79%, 3-year 15.68%, 5-year 6.28%, 10-year 17.81%.

IHSRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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