IDHCX Mutual Fund

IDHCX Mutual Fund

NAV$23.40
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Returns Overview

1 Month
+5.15%
3 Months
+2.67%
6 Months
+8.27%
YTD
+20.07%
1 Year
+24.08%
3 Years (annualized)
+24.04%
5 Years (annualized)
+13.91%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDHCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.07%
Peer Avg (YTD)
+12.44%
vs Peers
+7.63%

IDHCX Mutual Fund Performance

IDHCX performance across multiple time periods: 1-month 5.15%, YTD 20.07%, 1-year 24.08%, 3-year 24.04%, 5-year 13.91%, 10-year 11.32%.

IDHCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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