IHSAX Mutual Fund

IHSAX Mutual Fund

NAV$25.68
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Returns Overview

1 Month
-5.87%
3 Months
+5.62%
6 Months
+10.00%
YTD
+10.34%
1 Year
+25.15%
3 Years (annualized)
+12.94%
5 Years (annualized)
+1.77%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+15.31%
vs Peers
-4.97%

IHSAX Mutual Fund Performance

IHSAX performance across multiple time periods: 1-month -5.87%, YTD 10.34%, 1-year 25.15%, 3-year 12.94%, 5-year 1.77%, 10-year 11.15%.

IHSAX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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