ISHCX Mutual Fund

ISHCX Mutual Fund

NAV$9.30
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Returns Overview

1 Month
-1.39%
3 Months
-0.15%
6 Months
+0.55%
YTD
+1.28%
1 Year
+5.09%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHCX 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
Custom Invesco Short Duration High Yield Municipal Index(CISDHYMI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+0.23%
vs Peers
+1.05%

ISHCX Mutual Fund Performance

ISHCX performance across multiple time periods: 1-month -1.39%, YTD 1.28%, 1-year 5.09%, 3-year 3.76%, 5-year 0.45%, 10-year 1.66%.

ISHCX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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