ISHIX Mutual Fund

ISHIX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
-1.32%
3 Months
-0.55%
6 Months
-0.92%
YTD
-0.63%
1 Year
+2.24%
3 Years (annualized)
+4.22%
5 Years (annualized)
-0.17%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+0.12%
vs Peers
-0.76%

ISHIX Mutual Fund Performance

ISHIX performance across multiple time periods: 1-month -1.32%, YTD -0.63%, 1-year 2.24%, 3-year 4.22%, 5-year -0.17%, 10-year 2.28%.

ISHIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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