IHOSX Mutual Fund

IHOSX Mutual Fund

NAV$24.53
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Returns Overview

1 Month
-2.49%
3 Months
-2.41%
6 Months
+9.20%
YTD
+6.65%
1 Year
+13.18%
3 Years (annualized)
+18.18%
5 Years (annualized)
+7.00%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHOSX 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)
+6.65%
Peer Avg (YTD)
+9.29%
vs Peers
-2.64%

IHOSX Mutual Fund Performance

IHOSX performance across multiple time periods: 1-month -2.49%, YTD 6.65%, 1-year 13.18%, 3-year 18.18%, 5-year 7.00%, 10-year 8.75%.

IHOSX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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