HCINX Mutual Fund

HCINX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
-0.24%
3 Months
-2.28%
6 Months
+2.00%
YTD
+5.73%
1 Year
+10.37%
3 Years (annualized)
+18.60%
5 Years (annualized)
+7.48%
10 Years (annualized)
+8.32%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.73%
Peer Avg (YTD)
+7.47%
vs Peers
-1.74%

HCINX Mutual Fund Performance

HCINX performance across multiple time periods: 1-month -0.24%, YTD 5.73%, 1-year 10.37%, 3-year 18.60%, 5-year 7.48%, 10-year 8.32%.

HCINX returns trail the peer average of 7.47% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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