IHSRX Mutual Fund

IHSRX Mutual Fund

NAV$29.85
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Returns Overview

1 Month
-5.91%
3 Months
+5.50%
6 Months
+9.82%
YTD
+10.16%
1 Year
+24.75%
3 Years (annualized)
+12.57%
5 Years (annualized)
+1.46%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSRX 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)
+10.16%
Peer Avg (YTD)
+15.31%
vs Peers
-5.15%

IHSRX Mutual Fund Performance

IHSRX performance across multiple time periods: 1-month -5.91%, YTD 10.16%, 1-year 24.75%, 3-year 12.57%, 5-year 1.46%, 10-year 10.84%.

IHSRX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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