ISHSX Mutual Fund

ISHSX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-3.05%
3 Months
-4.23%
6 Months
-1.96%
YTD
-1.22%
1 Year
+0.48%
3 Years (annualized)
+5.05%
5 Years (annualized)
+1.54%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHSX 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)
-1.22%
Peer Avg (YTD)
-3.84%
vs Peers
+2.62%

ISHSX Mutual Fund Performance

ISHSX performance across multiple time periods: 1-month -3.05%, YTD -1.22%, 1-year 0.48%, 3-year 5.05%, 5-year 1.54%, 10-year 2.71%.

ISHSX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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