HCIEX Mutual Fund

HCIEX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
-0.12%
3 Months
-1.53%
6 Months
+2.98%
YTD
+10.09%
1 Year
+15.25%
3 Years (annualized)
+17.52%
5 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+8.05%
vs Peers
+2.04%

HCIEX Mutual Fund Performance

HCIEX performance across multiple time periods: 1-month -0.12%, YTD 10.09%, 1-year 15.25%, 3-year 17.52%, 5-year 6.72%.

HCIEX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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