HIACX Mutual Fund

NAV$58.76
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Returns Overview

1 Month
-1.16%
3 Months
+13.93%
6 Months
+7.27%
YTD
+7.11%
1 Year
+31.17%
3 Years (annualized)
+20.51%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIACX 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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+9.51%
vs Peers
-2.40%

HIACX Mutual Fund Performance

HIACX performance across multiple time periods: 1-month -1.16%, YTD 7.11%, 1-year 31.17%, 3-year 20.51%, 5-year 11.64%, 10-year 14.01%.

HIACX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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