IHOAX Mutual Fund

IHOAX Mutual Fund

NAV$24.02
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Returns Overview

3 Months
+11.96%
6 Months
+10.78%
YTD
+9.33%
1 Year
+23.25%
3 Years (annualized)
+17.60%
5 Years (annualized)
+7.83%
10 Years (annualized)
+9.32%

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)
+9.33%
Peer Avg (YTD)
+9.13%
vs Peers
+0.19%

IHOAX Mutual Fund Performance

IHOAX performance across multiple time periods: YTD 9.33%, 1-year 23.25%, 3-year 17.60%, 5-year 7.83%, 10-year 9.32%.

IHOAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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