IHSSX Mutual Fund

NAV$33.89

Returns Overview

1 Month
+6.59%
3 Months
+24.73%
6 Months
+18.15%
YTD
+17.25%
1 Year
+35.16%
3 Years (annualized)
+16.02%
5 Years (annualized)
+6.30%
10 Years (annualized)
+15.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSSX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+18.52%
vs Peers
-1.28%

IHSSX Mutual Fund Performance

IHSSX performance across multiple time periods: 1-month 6.59%, YTD 17.25%, 1-year 35.16%, 3-year 16.02%, 5-year 6.30%, 10-year 15.37%.

IHSSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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