IHOSX Mutual Fund

IHOSX Mutual Fund

NAV$25.41
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Returns Overview

1 Month
-1.03%
3 Months
+2.46%
6 Months
+4.99%
YTD
+9.58%
1 Year
+23.50%
3 Years (annualized)
+15.58%
5 Years (annualized)
+7.39%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOSX 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
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📉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)
+9.58%
Peer Avg (YTD)
+9.42%
vs Peers
+0.16%

IHOSX Mutual Fund Performance

IHOSX performance across multiple time periods: 1-month -1.03%, YTD 9.58%, 1-year 23.50%, 3-year 15.58%, 5-year 7.39%, 10-year 8.65%.

IHOSX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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