ISHCX Mutual Fund

NAV$9.33

Returns Overview

1 Month
+0.84%
3 Months
+2.21%
6 Months
+2.71%
YTD
+2.71%
1 Year
+5.86%
3 Years (annualized)
+4.33%
5 Years (annualized)
+0.85%
10 Years (annualized)
+1.82%

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
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)
+2.71%
Peer Avg (YTD)
+1.79%
vs Peers
+0.92%

ISHCX Mutual Fund Performance

ISHCX performance across multiple time periods: 1-month 0.84%, YTD 2.71%, 1-year 5.86%, 3-year 4.33%, 5-year 0.85%, 10-year 1.82%.

ISHCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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