HICGX Mutual Fund

HICGX Mutual Fund

NAV$38.89
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Returns Overview

1 Month
-1.01%
3 Months
+2.16%
6 Months
+7.32%
YTD
+12.17%
1 Year
+18.50%
3 Years (annualized)
+18.29%
5 Years (annualized)
+14.12%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+15.31%
vs Peers
-3.14%

HICGX Mutual Fund Performance

HICGX performance across multiple time periods: 1-month -1.01%, YTD 12.17%, 1-year 18.50%, 3-year 18.29%, 5-year 14.12%, 10-year 12.20%.

HICGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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