IHSFX Mutual Fund

IHSFX Mutual Fund

NAV$27.26
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Returns Overview

1 Month
-6.05%
3 Months
-9.76%
6 Months
+12.63%
YTD
+5.98%
1 Year
+14.08%
3 Years (annualized)
+15.47%
5 Years (annualized)
+2.26%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSFX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+10.34%
vs Peers
-4.36%

IHSFX Mutual Fund Performance

IHSFX performance across multiple time periods: 1-month -6.05%, YTD 5.98%, 1-year 14.08%, 3-year 15.47%, 5-year 2.26%, 10-year 11.61%.

IHSFX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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