HCIGX Mutual Fund

NAV$17.47

Returns Overview

1 Month
+0.42%
3 Months
+13.66%
6 Months
+9.63%
YTD
+9.14%
1 Year
+18.39%
3 Years (annualized)
+6.82%
5 Years (annualized)
-2.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+9.14%
Peer Avg (YTD)
+9.57%
vs Peers
-0.43%

HCIGX Mutual Fund Performance

HCIGX performance across multiple time periods: 1-month 0.42%, YTD 9.14%, 1-year 18.39%, 3-year 6.82%, 5-year -2.55%.

HCIGX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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