IHOTX Mutual Fund

IHOTX Mutual Fund

NAV$25.28
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Returns Overview

1 Month
-1.02%
3 Months
+2.55%
6 Months
+5.15%
YTD
+9.76%
1 Year
+23.87%
3 Years (annualized)
+15.95%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.98%

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
PROUpgrade to run
📉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)
+9.76%
Peer Avg (YTD)
+9.42%
vs Peers
+0.34%

IHOTX Mutual Fund Performance

IHOTX performance across multiple time periods: 1-month -1.02%, YTD 9.76%, 1-year 23.87%, 3-year 15.95%, 5-year 7.71%, 10-year 8.98%.

IHOTX returns outperform the peer average of 9.42% 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.