IHORX Mutual Fund

IHORX Mutual Fund

NAV$23.40
See how much of IHORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.19%
3 Months
-4.62%
6 Months
-2.30%
YTD
+3.00%
1 Year
+8.48%
3 Years (annualized)
+17.64%
5 Years (annualized)
+5.50%
10 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+8.05%
vs Peers
-5.05%

IHORX Mutual Fund Performance

IHORX performance across multiple time periods: 1-month -3.19%, YTD 3.00%, 1-year 8.48%, 3-year 17.64%, 5-year 5.50%, 10-year 7.87%.

IHORX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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