ISHAX Mutual Fund

ISHAX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-3.07%
3 Months
-4.31%
6 Months
-2.12%
YTD
-1.35%
1 Year
+0.17%
3 Years (annualized)
+4.79%
5 Years (annualized)
+1.24%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHAX 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
Custom Invesco Short Duration High Yield Municipal Index(CISDHYMI)
This Mutual Fund (YTD)
-1.35%
Peer Avg (YTD)
-3.84%
vs Peers
+2.49%

ISHAX Mutual Fund Performance

ISHAX performance across multiple time periods: 1-month -3.07%, YTD -1.35%, 1-year 0.17%, 3-year 4.79%, 5-year 1.24%, 10-year 2.36%.

ISHAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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