HCIIX Mutual Fund

HCIIX Mutual Fund

NAV$42.07
See how much of HCIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.51%
3 Months
-1.00%
6 Months
-1.17%
YTD
-1.00%
1 Year
+409.26%
3 Years (annualized)
+72.89%
5 Years (annualized)
+33.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+0.12%
vs Peers
-1.12%

HCIIX Mutual Fund Performance

HCIIX performance across multiple time periods: 1-month -1.51%, YTD -1.00%, 1-year 409.26%, 3-year 72.89%, 5-year 33.42%.

HCIIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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