IVHIX Mutual Fund

IVHIX Mutual Fund

NAV$5.47
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Returns Overview

1 Month
-3.53%
3 Months
-3.19%
6 Months
-1.77%
YTD
-3.64%
1 Year
-2.35%
3 Years (annualized)
+5.55%
5 Years (annualized)
+2.67%
10 Years (annualized)
+4.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IVHIX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-3.64%
Peer Avg (YTD)
+0.50%
vs Peers
-4.14%

IVHIX Mutual Fund Performance

IVHIX performance across multiple time periods: 1-month -3.53%, YTD -3.64%, 1-year -2.35%, 3-year 5.55%, 5-year 2.67%, 10-year 4.58%.

IVHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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