IDHCX Mutual Fund

NAV$23.56

Returns Overview

1 Month
+1.83%
3 Months
+10.06%
6 Months
+16.62%
YTD
+15.86%
1 Year
+29.77%
3 Years (annualized)
+19.84%
5 Years (annualized)
+14.21%
10 Years (annualized)
+10.76%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+9.49%
vs Peers
+6.37%

IDHCX Mutual Fund Performance

IDHCX performance across multiple time periods: 1-month 1.83%, YTD 15.86%, 1-year 29.77%, 3-year 19.84%, 5-year 14.21%, 10-year 10.76%.

IDHCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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