IHORX Mutual Fund

IHORX Mutual Fund

NAV$24.44
See how much of IHORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.05%
3 Months
+2.43%
6 Months
+4.84%
YTD
+9.39%
1 Year
+23.14%
3 Years (annualized)
+15.23%
5 Years (annualized)
+7.06%
10 Years (annualized)
+8.32%

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)
+9.39%
Peer Avg (YTD)
+9.42%
vs Peers
-0.03%

IHORX Mutual Fund Performance

IHORX performance across multiple time periods: 1-month -1.05%, YTD 9.39%, 1-year 23.14%, 3-year 15.23%, 5-year 7.06%, 10-year 8.32%.

IHORX returns trail the peer average of 9.42% 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.