IHSUX Mutual Fund

IHSUX Mutual Fund

NAV$35.11
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Returns Overview

1 Month
+1.62%
3 Months
-2.60%
6 Months
+2.93%
YTD
+7.65%
1 Year
+12.02%
3 Years (annualized)
+18.41%
5 Years (annualized)
+1.26%
10 Years (annualized)
+11.73%

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)
+7.65%
Peer Avg (YTD)
+14.00%
vs Peers
-6.35%

IHSUX Mutual Fund Performance

IHSUX performance across multiple time periods: 1-month 1.62%, YTD 7.65%, 1-year 12.02%, 3-year 18.41%, 5-year 1.26%, 10-year 11.73%.

IHSUX returns trail the peer average of 14.00% 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.