ISHCX Mutual Fund

ISHCX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+2.12%
3 Months
-1.10%
6 Months
-1.25%
YTD
+0.17%
1 Year
+0.89%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.60%

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)
+0.17%
Peer Avg (YTD)
-0.87%
vs Peers
+1.04%

ISHCX Mutual Fund Performance

ISHCX performance across multiple time periods: 1-month 2.12%, YTD 0.17%, 1-year 0.89%, 3-year 4.71%, 5-year 0.42%, 10-year 1.60%.

ISHCX returns outperform the peer average of -0.87% 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.