HICMX Mutual Fund

NAV$5.53
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Returns Overview

1 Month
+0.77%
3 Months
+2.48%
6 Months
+2.03%
YTD
+2.03%
1 Year
+1.88%
3 Years (annualized)
+1.53%
5 Years (annualized)
-1.49%
10 Years (annualized)
+1.08%

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

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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
Bloomberg Barclays High Yield Muni Total Return USD(LMHYTR)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+1.79%
vs Peers
+0.25%

HICMX Mutual Fund Performance

HICMX performance across multiple time periods: 1-month 0.77%, YTD 2.03%, 1-year 1.88%, 3-year 1.53%, 5-year -1.49%, 10-year 1.08%.

HICMX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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