ISHFX Mutual Fund

ISHFX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+2.50%
3 Months
-0.90%
6 Months
-0.89%
YTD
+1.00%
1 Year
+1.90%
3 Years (annualized)
+5.83%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHFX 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)
+1.00%
Peer Avg (YTD)
-0.87%
vs Peers
+1.86%

ISHFX Mutual Fund Performance

ISHFX performance across multiple time periods: 1-month 2.50%, YTD 1.00%, 1-year 1.90%, 3-year 5.83%, 5-year 1.57%, 10-year 2.70%.

ISHFX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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