IHOAX Mutual Fund

IHOAX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
-3.22%
3 Months
-4.56%
6 Months
-2.19%
YTD
+3.26%
1 Year
+8.82%
3 Years (annualized)
+18.01%
5 Years (annualized)
+5.84%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOAX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+8.05%
vs Peers
-4.79%

IHOAX Mutual Fund Performance

IHOAX performance across multiple time periods: 1-month -3.22%, YTD 3.26%, 1-year 8.82%, 3-year 18.01%, 5-year 5.84%, 10-year 8.20%.

IHOAX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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