HCINX Mutual Fund

NAV$12.91

Returns Overview

1 Month
+0.02%
3 Months
+8.37%
6 Months
+6.89%
YTD
+6.16%
1 Year
+16.02%
3 Years (annualized)
+15.34%
5 Years (annualized)
+8.05%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCINX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+9.16%
vs Peers
-3.00%

HCINX Mutual Fund Performance

HCINX performance across multiple time periods: 1-month 0.02%, YTD 6.16%, 1-year 16.02%, 3-year 15.34%, 5-year 8.05%, 10-year 8.85%.

HCINX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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