IHORX Mutual Fund

IHORX Mutual Fund

NAV$23.94
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Returns Overview

1 Month
-2.51%
3 Months
-2.51%
6 Months
+9.05%
YTD
+6.40%
1 Year
+12.84%
3 Years (annualized)
+17.82%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHORX 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
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📉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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+9.29%
vs Peers
-2.89%

IHORX Mutual Fund Performance

IHORX performance across multiple time periods: 1-month -2.51%, YTD 6.40%, 1-year 12.84%, 3-year 17.82%, 5-year 6.67%, 10-year 8.41%.

IHORX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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