IHSVX Mutual Fund

IHSVX Mutual Fund

NAV$35.69
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Returns Overview

1 Month
+1.99%
3 Months
+2.40%
6 Months
+12.95%
YTD
+12.78%
1 Year
+24.63%
3 Years (annualized)
+15.47%
5 Years (annualized)
+2.26%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSVX 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)
+12.78%
Peer Avg (YTD)
+15.20%
vs Peers
-2.42%

IHSVX Mutual Fund Performance

IHSVX performance across multiple time periods: 1-month 1.99%, YTD 12.78%, 1-year 24.63%, 3-year 15.47%, 5-year 2.26%, 10-year 11.81%.

IHSVX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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