IHSUX Mutual Fund

IHSUX Mutual Fund

NAV$34.05
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Returns Overview

1 Month
+2.01%
3 Months
+2.38%
6 Months
+12.92%
YTD
+12.74%
1 Year
+24.53%
3 Years (annualized)
+15.34%
5 Years (annualized)
+5.49%
10 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSUX 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
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📉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)
+12.74%
Peer Avg (YTD)
+15.20%
vs Peers
-2.46%

IHSUX Mutual Fund Performance

IHSUX performance across multiple time periods: 1-month 2.01%, YTD 12.74%, 1-year 24.53%, 3-year 15.34%, 5-year 5.49%, 10-year 16.62%.

IHSUX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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