HCIMX Mutual Fund

NAV$9.82

Returns Overview

1 Month
+0.58%
3 Months
+2.03%
6 Months
+1.85%
YTD
+1.85%
1 Year
+6.29%
3 Years (annualized)
+3.88%
5 Years (annualized)
+1.48%
10 Years (annualized)
+1.91%

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

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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
Bloomberg 3-10 Year Blend (2-12) Total Return Index Unhedged(I00783US)
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+1.79%
vs Peers
+0.06%

HCIMX Mutual Fund Performance

HCIMX performance across multiple time periods: 1-month 0.58%, YTD 1.85%, 1-year 6.29%, 3-year 3.88%, 5-year 1.48%, 10-year 1.91%.

HCIMX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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