HICMX Mutual Fund

HICMX Mutual Fund

NAV$5.38
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Returns Overview

1 Month
+3.67%
3 Months
-1.18%
6 Months
-2.73%
YTD
-1.90%
1 Year
-4.29%
3 Years (annualized)
+0.63%
5 Years (annualized)
-4.72%
10 Years (annualized)
-2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICMX 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
Bloomberg Barclays High Yield Muni Total Return USD(LMHYTR)
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
-0.87%
vs Peers
-1.04%

HICMX Mutual Fund Performance

HICMX performance across multiple time periods: 1-month 3.67%, YTD -1.90%, 1-year -4.29%, 3-year 0.63%, 5-year -4.72%, 10-year -2.39%.

HICMX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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