ISHYX Mutual Fund

ISHYX Mutual Fund

NAV$9.25
See how much of ISHYX 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
+0.94%
YTD
+1.77%
1 Year
+6.13%
3 Years (annualized)
+4.76%
5 Years (annualized)
+1.44%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHYX 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)
+1.77%
Peer Avg (YTD)
+0.23%
vs Peers
+1.54%

ISHYX Mutual Fund Performance

ISHYX performance across multiple time periods: 1-month -1.30%, YTD 1.77%, 1-year 6.13%, 3-year 4.76%, 5-year 1.44%, 10-year 2.66%.

ISHYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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