IICHX Mutual Fund

IICHX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-3.12%
3 Months
-0.41%
6 Months
+8.22%
YTD
+7.08%
1 Year
+9.45%
3 Years (annualized)
+18.62%
5 Years (annualized)
+13.03%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IICHX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+9.91%
vs Peers
-2.83%

IICHX Mutual Fund Performance

IICHX performance across multiple time periods: 1-month -3.12%, YTD 7.08%, 1-year 9.45%, 3-year 18.62%, 5-year 13.03%, 10-year 11.14%.

IICHX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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