IHSVX Mutual Fund

IHSVX Mutual Fund

NAV$38.28
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Returns Overview

1 Month
-5.84%
3 Months
+5.72%
6 Months
+10.19%
YTD
+10.59%
1 Year
+25.67%
3 Years (annualized)
+13.38%
5 Years (annualized)
+2.19%
10 Years (annualized)
+11.54%

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)
+10.59%
Peer Avg (YTD)
+15.31%
vs Peers
-4.72%

IHSVX Mutual Fund Performance

IHSVX performance across multiple time periods: 1-month -5.84%, YTD 10.59%, 1-year 25.67%, 3-year 13.38%, 5-year 2.19%, 10-year 11.54%.

IHSVX returns trail the peer average of 15.31% 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.