IHOFX Mutual Fund

NAV$23.96

Returns Overview

3 Months
+12.06%
6 Months
+10.92%
YTD
+9.50%
1 Year
+24.13%
3 Years (annualized)
+18.19%
5 Years (annualized)
+8.32%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.13%
vs Peers
+0.37%

IHOFX Mutual Fund Performance

IHOFX performance across multiple time periods: YTD 9.50%, 1-year 24.13%, 3-year 18.19%, 5-year 8.32%.

IHOFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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