IHOFX Mutual Fund

IHOFX Mutual Fund

NAV$22.30
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Returns Overview

1 Month
-3.16%
3 Months
-4.42%
6 Months
-1.95%
YTD
+3.61%
1 Year
+9.27%
3 Years (annualized)
+18.49%
5 Years (annualized)
+6.26%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOFX 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)
+3.61%
Peer Avg (YTD)
+8.05%
vs Peers
-4.45%

IHOFX Mutual Fund Performance

IHOFX performance across multiple time periods: 1-month -3.16%, YTD 3.61%, 1-year 9.27%, 3-year 18.49%, 5-year 6.26%, 10-year 9.10%.

IHOFX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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