IDHIX Mutual Fund

NAV$23.85

Returns Overview

1 Month
+1.93%
3 Months
+10.40%
6 Months
+17.24%
YTD
+16.43%
1 Year
+31.15%
3 Years (annualized)
+21.09%
5 Years (annualized)
+15.39%

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
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)
+16.43%
Peer Avg (YTD)
+9.49%
vs Peers
+6.94%

IDHIX Mutual Fund Performance

IDHIX performance across multiple time periods: 1-month 1.93%, YTD 16.43%, 1-year 31.15%, 3-year 21.09%, 5-year 15.39%.

IDHIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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