IHSUX Mutual Fund

NAV$36.95

Returns Overview

1 Month
+6.61%
3 Months
+24.80%
6 Months
+18.32%
YTD
+17.40%
1 Year
+35.56%
3 Years (annualized)
+16.36%
5 Years (annualized)
+6.36%
10 Years (annualized)
+17.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSUX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.40%
Peer Avg (YTD)
+18.52%
vs Peers
-1.13%

IHSUX Mutual Fund Performance

IHSUX performance across multiple time periods: 1-month 6.61%, YTD 17.40%, 1-year 35.56%, 3-year 16.36%, 5-year 6.36%, 10-year 17.83%.

IHSUX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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