IHSVX Mutual Fund

IHSVX Mutual Fund

NAV$36.49
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Returns Overview

1 Month
+1.62%
3 Months
-2.61%
6 Months
+2.96%
YTD
+7.70%
1 Year
+12.12%
3 Years (annualized)
+18.54%
5 Years (annualized)
+1.37%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+14.00%
vs Peers
-6.30%

IHSVX Mutual Fund Performance

IHSVX performance across multiple time periods: 1-month 1.62%, YTD 7.70%, 1-year 12.12%, 3-year 18.54%, 5-year 1.37%, 10-year 11.80%.

IHSVX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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