IHSSX Mutual Fund

IHSSX Mutual Fund

NAV$31.95
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Returns Overview

1 Month
+1.58%
3 Months
-2.70%
6 Months
+2.72%
YTD
+7.36%
1 Year
+11.66%
3 Years (annualized)
+18.04%
5 Years (annualized)
+0.95%
10 Years (annualized)
+11.36%

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
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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)
+7.36%
Peer Avg (YTD)
+12.21%
vs Peers
-4.85%

IHSSX Mutual Fund Performance

IHSSX performance across multiple time periods: 1-month 1.58%, YTD 7.36%, 1-year 11.66%, 3-year 18.04%, 5-year 0.95%, 10-year 11.36%.

IHSSX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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