IHOTX Mutual Fund

IHOTX Mutual Fund

NAV$25.26
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Returns Overview

1 Month
+1.15%
3 Months
+0.12%
6 Months
+2.24%
YTD
+11.02%
1 Year
+20.17%
3 Years (annualized)
+18.55%
5 Years (annualized)
+7.33%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOTX 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)
+11.02%
Peer Avg (YTD)
+10.17%
vs Peers
+0.85%

IHOTX Mutual Fund Performance

IHOTX performance across multiple time periods: 1-month 1.15%, YTD 11.02%, 1-year 20.17%, 3-year 18.55%, 5-year 7.33%, 10-year 9.08%.

IHOTX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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