IHFAX Mutual Fund

IHFAX Mutual Fund

NAV$7.62
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Returns Overview

1 Month
+0.17%
3 Months
+2.01%
6 Months
+1.53%
YTD
+1.66%
1 Year
+5.22%
3 Years (annualized)
+8.17%
5 Years (annualized)
+3.76%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+3.23%
vs Peers
-1.57%

IHFAX Mutual Fund Performance

IHFAX performance across multiple time periods: 1-month 0.17%, YTD 1.66%, 1-year 5.22%, 3-year 8.17%, 5-year 3.76%, 10-year 5.67%.

IHFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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