ISHAX Mutual Fund

ISHAX Mutual Fund

NAV$9.29
See how much of ISHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.32%
3 Months
-0.07%
6 Months
+0.92%
YTD
+1.72%
1 Year
+5.87%
3 Years (annualized)
+4.54%
5 Years (annualized)
+1.19%
10 Years (annualized)
+2.42%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Custom Invesco Short Duration High Yield Municipal Index(CISDHYMI)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+0.23%
vs Peers
+1.49%

ISHAX Mutual Fund Performance

ISHAX performance across multiple time periods: 1-month -1.32%, YTD 1.72%, 1-year 5.87%, 3-year 4.54%, 5-year 1.19%, 10-year 2.42%.

ISHAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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