HCIMX Mutual Fund

HCIMX Mutual Fund

NAV$9.79
See how much of HCIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.64%
3 Months
-0.23%
6 Months
-1.01%
YTD
-0.12%
1 Year
+0.17%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.18%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIMX 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 3-10 Year Blend (2-12) Total Return Index Unhedged(I00783US)
This Mutual Fund (YTD)
-0.12%
Peer Avg (YTD)
-0.87%
vs Peers
+0.75%

HCIMX Mutual Fund Performance

HCIMX performance across multiple time periods: 1-month 3.64%, YTD -0.12%, 1-year 0.17%, 3-year 4.26%, 5-year 1.18%, 10-year 1.75%.

HCIMX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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