HICGX Mutual Fund

HICGX Mutual Fund

NAV$40.18
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Returns Overview

1 Month
-0.13%
3 Months
+11.75%
6 Months
+13.57%
YTD
+13.31%
1 Year
+18.43%
3 Years (annualized)
+25.65%
5 Years (annualized)
+20.09%
10 Years (annualized)
+16.27%

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)
+13.31%
Peer Avg (YTD)
+18.52%
vs Peers
-5.21%

HICGX Mutual Fund Performance

HICGX performance across multiple time periods: 1-month -0.13%, YTD 13.31%, 1-year 18.43%, 3-year 25.65%, 5-year 20.09%, 10-year 16.27%.

HICGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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