ISHSX Mutual Fund

ISHSX Mutual Fund

NAV$9.31
See how much of ISHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
+0.01%
6 Months
+0.98%
YTD
+1.80%
1 Year
+6.20%
3 Years (annualized)
+4.84%
5 Years (annualized)
+1.49%
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
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

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)
+1.80%
Peer Avg (YTD)
+0.23%
vs Peers
+1.57%

ISHSX Mutual Fund Performance

ISHSX performance across multiple time periods: 1-month -1.30%, YTD 1.80%, 1-year 6.20%, 3-year 4.84%, 5-year 1.49%, 10-year 2.71%.

ISHSX returns outperform the peer average of 0.23% 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.