IHSFX Mutual Fund

IHSFX Mutual Fund

NAV$29.73
See how much of IHSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.85%
3 Months
+5.68%
6 Months
+10.19%
YTD
+10.57%
1 Year
+25.65%
3 Years (annualized)
+13.37%
5 Years (annualized)
+2.19%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+15.31%
vs Peers
-4.74%

IHSFX Mutual Fund Performance

IHSFX performance across multiple time periods: 1-month -5.85%, YTD 10.57%, 1-year 25.65%, 3-year 13.37%, 5-year 2.19%, 10-year 11.61%.

IHSFX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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