HCIGX Mutual Fund

HCIGX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+0.30%
3 Months
-0.09%
6 Months
+4.07%
YTD
+8.78%
1 Year
+10.17%
3 Years (annualized)
+9.03%
5 Years (annualized)
-3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIGX 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 USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+7.13%
vs Peers
+1.66%

HCIGX Mutual Fund Performance

HCIGX performance across multiple time periods: 1-month 0.30%, YTD 8.78%, 1-year 10.17%, 3-year 9.03%, 5-year -3.97%.

HCIGX returns outperform the peer average of 7.13% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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