ISHSX Mutual Fund

ISHSX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+2.23%
3 Months
-0.81%
6 Months
-0.80%
YTD
+0.98%
1 Year
+1.99%
3 Years (annualized)
+5.77%
5 Years (annualized)
+1.47%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHSX 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
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📉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)
+0.98%
Peer Avg (YTD)
-0.87%
vs Peers
+1.85%

ISHSX Mutual Fund Performance

ISHSX performance across multiple time periods: 1-month 2.23%, YTD 0.98%, 1-year 1.99%, 3-year 5.77%, 5-year 1.47%, 10-year 2.71%.

ISHSX 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.

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