IHSUX Mutual Fund

IHSUX Mutual Fund

NAV$36.76
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Returns Overview

1 Month
-5.85%
3 Months
+5.67%
6 Months
+10.11%
YTD
+10.52%
1 Year
+25.50%
3 Years (annualized)
+13.24%
5 Years (annualized)
+2.07%
10 Years (annualized)
+11.51%

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
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)
+10.52%
Peer Avg (YTD)
+15.31%
vs Peers
-4.79%

IHSUX Mutual Fund Performance

IHSUX performance across multiple time periods: 1-month -5.85%, YTD 10.52%, 1-year 25.50%, 3-year 13.24%, 5-year 2.07%, 10-year 11.51%.

IHSUX returns trail the peer average of 15.31% 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.