IHSIX Mutual Fund

NAV$29.48

Returns Overview

1 Month
+6.62%
3 Months
+24.77%
6 Months
+18.32%
YTD
+17.39%
1 Year
+35.55%
3 Years (annualized)
+16.37%
5 Years (annualized)
+7.00%
10 Years (annualized)
+18.59%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.39%
Peer Avg (YTD)
+18.52%
vs Peers
-1.13%

IHSIX Mutual Fund Performance

IHSIX performance across multiple time periods: 1-month 6.62%, YTD 17.39%, 1-year 35.55%, 3-year 16.37%, 5-year 7.00%, 10-year 18.59%.

IHSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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