IVHIX Mutual Fund

IVHIX Mutual Fund

NAV$5.71
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Returns Overview

1 Month
-0.35%
3 Months
+1.47%
6 Months
-0.46%
YTD
-0.46%
1 Year
+3.73%
3 Years (annualized)
+6.11%
5 Years (annualized)
+2.71%
10 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVHIX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
+3.23%
vs Peers
-3.69%

IVHIX Mutual Fund Performance

IVHIX performance across multiple time periods: 1-month -0.35%, YTD -0.46%, 1-year 3.73%, 3-year 6.11%, 5-year 2.71%, 10-year 4.98%.

IVHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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