ISHYX Mutual Fund

ISHYX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-3.05%
3 Months
-4.25%
6 Months
-1.99%
YTD
-1.27%
1 Year
+0.42%
3 Years (annualized)
+5.01%
5 Years (annualized)
+1.49%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISHYX 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)
-1.27%
Peer Avg (YTD)
-3.84%
vs Peers
+2.57%

ISHYX Mutual Fund Performance

ISHYX performance across multiple time periods: 1-month -3.05%, YTD -1.27%, 1-year 0.42%, 3-year 5.01%, 5-year 1.49%, 10-year 2.61%.

ISHYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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