IHSIX Mutual Fund

IHSIX Mutual Fund

NAV$26.83
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Returns Overview

1 Month
-6.05%
3 Months
-9.78%
6 Months
+12.57%
YTD
+5.91%
1 Year
+13.95%
3 Years (annualized)
+15.35%
5 Years (annualized)
+2.14%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IHSIX 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)
+5.91%
Peer Avg (YTD)
+10.34%
vs Peers
-4.43%

IHSIX Mutual Fund Performance

IHSIX performance across multiple time periods: 1-month -6.05%, YTD 5.91%, 1-year 13.95%, 3-year 15.35%, 5-year 2.14%, 10-year 11.66%.

IHSIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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