IHSIX Mutual Fund

IHSIX Mutual Fund

NAV$28.94
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Returns Overview

1 Month
-5.84%
3 Months
+5.69%
6 Months
+10.15%
YTD
+10.54%
1 Year
+25.53%
3 Years (annualized)
+13.25%
5 Years (annualized)
+2.08%
10 Years (annualized)
+11.46%

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
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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)
+10.54%
Peer Avg (YTD)
+15.31%
vs Peers
-4.77%

IHSIX Mutual Fund Performance

IHSIX performance across multiple time periods: 1-month -5.84%, YTD 10.54%, 1-year 25.53%, 3-year 13.25%, 5-year 2.08%, 10-year 11.46%.

IHSIX returns trail the peer average of 15.31% 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.