ISHFX Mutual Fund

NAV$9.43

Returns Overview

1 Month
+0.92%
3 Months
+2.36%
6 Months
+3.24%
YTD
+3.24%
1 Year
+6.96%
3 Years (annualized)
+5.63%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Custom Invesco Short Duration High Yield Municipal Index(CISDHYMI)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+1.79%
vs Peers
+1.46%

ISHFX Mutual Fund Performance

ISHFX performance across multiple time periods: 1-month 0.92%, YTD 3.24%, 1-year 6.96%, 3-year 5.63%, 5-year 2.01%, 10-year 2.94%.

ISHFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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