IHSRX Mutual Fund

IHSRX Mutual Fund

NAV$26.97
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Returns Overview

1 Month
+1.92%
3 Months
+2.21%
6 Months
+12.54%
YTD
+12.28%
1 Year
+23.74%
3 Years (annualized)
+14.64%
5 Years (annualized)
+1.53%
10 Years (annualized)
+11.05%

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)
+12.28%
Peer Avg (YTD)
+15.20%
vs Peers
-2.92%

IHSRX Mutual Fund Performance

IHSRX performance across multiple time periods: 1-month 1.92%, YTD 12.28%, 1-year 23.74%, 3-year 14.64%, 5-year 1.53%, 10-year 11.05%.

IHSRX returns trail the peer average of 15.20% 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.