ISHAX Mutual Fund

NAV$9.36

Returns Overview

1 Month
+0.90%
3 Months
+2.29%
6 Months
+3.09%
YTD
+3.09%
1 Year
+6.65%
3 Years (annualized)
+5.12%
5 Years (annualized)
+1.61%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Custom Invesco Short Duration High Yield Municipal Index(CISDHYMI)
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+1.79%
vs Peers
+1.30%

ISHAX Mutual Fund Performance

ISHAX performance across multiple time periods: 1-month 0.90%, YTD 3.09%, 1-year 6.65%, 3-year 5.12%, 5-year 1.61%, 10-year 2.58%.

ISHAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

ISHAX performance comparison shows side-by-side returns with another fund. ISHAX alternatives are available in the Mutual Fund Screener.