IHIFX Mutual Fund

NAV$5.71

Returns Overview

1 Month
-0.34%
3 Months
+1.49%
6 Months
-0.59%
YTD
-0.42%
1 Year
+3.82%
3 Years (annualized)
+6.18%
5 Years (annualized)
+2.78%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHIFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+3.23%
vs Peers
-3.65%

IHIFX Mutual Fund Performance

IHIFX performance across multiple time periods: 1-month -0.34%, YTD -0.42%, 1-year 3.82%, 3-year 6.18%, 5-year 2.78%, 10-year 5.10%.

IHIFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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