IHIYX Mutual Fund

IHIYX Mutual Fund

NAV$7.70
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Returns Overview

1 Month
-2.45%
3 Months
-1.88%
6 Months
+0.38%
YTD
-0.59%
1 Year
+1.15%
3 Years (annualized)
+7.40%
5 Years (annualized)
+2.91%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHIYX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+0.50%
vs Peers
-1.09%

IHIYX Mutual Fund Performance

IHIYX performance across multiple time periods: 1-month -2.45%, YTD -0.59%, 1-year 1.15%, 3-year 7.40%, 5-year 2.91%, 10-year 4.21%.

IHIYX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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