ISHYX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+0.92%
3 Months
+2.35%
6 Months
+3.11%
YTD
+3.11%
1 Year
+6.91%
3 Years (annualized)
+5.34%
5 Years (annualized)
+1.84%
10 Years (annualized)
+2.83%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Custom Invesco Short Duration High Yield Municipal Index(CISDHYMI)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+1.79%
vs Peers
+1.32%

ISHYX Mutual Fund Performance

ISHYX performance across multiple time periods: 1-month 0.92%, YTD 3.11%, 1-year 6.91%, 3-year 5.34%, 5-year 1.84%, 10-year 2.83%.

ISHYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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