IHSAX Mutual Fund

IHSAX Mutual Fund

NAV$26.83
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Returns Overview

1 Month
+6.57%
3 Months
+24.71%
6 Months
+18.15%
YTD
+17.22%
1 Year
+35.17%
3 Years (annualized)
+16.02%
5 Years (annualized)
+6.99%
10 Years (annualized)
+18.62%

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)
+17.22%
Peer Avg (YTD)
+18.52%
vs Peers
-1.30%

IHSAX Mutual Fund Performance

IHSAX performance across multiple time periods: 1-month 6.57%, YTD 17.22%, 1-year 35.17%, 3-year 16.02%, 5-year 6.99%, 10-year 18.62%.

IHSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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