IDHIX Mutual Fund

IDHIX Mutual Fund

NAV$23.30
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Returns Overview

1 Month
+1.67%
3 Months
+4.68%
6 Months
+10.36%
YTD
+20.57%
1 Year
+27.17%
3 Years (annualized)
+21.97%
5 Years (annualized)
+15.21%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IDHIX 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)
+20.57%
Peer Avg (YTD)
+12.44%
vs Peers
+8.13%

IDHIX Mutual Fund Performance

IDHIX performance across multiple time periods: 1-month 1.67%, YTD 20.57%, 1-year 27.17%, 3-year 21.97%, 5-year 15.21%, 10-year 12.02%.

IDHIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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