IHSIX Mutual Fund

IHSIX Mutual Fund

NAV$27.26
See how much of IHSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.98%
3 Months
+2.38%
6 Months
+12.91%
YTD
+12.73%
1 Year
+24.48%
3 Years (annualized)
+15.35%
5 Years (annualized)
+2.14%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSIX 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)
+12.73%
Peer Avg (YTD)
+15.20%
vs Peers
-2.47%

IHSIX Mutual Fund Performance

IHSIX performance across multiple time periods: 1-month 1.98%, YTD 12.73%, 1-year 24.48%, 3-year 15.35%, 5-year 2.14%, 10-year 11.66%.

IHSIX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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