HICMX Mutual Fund

HICMX Mutual Fund

NAV$5.44
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Returns Overview

1 Month
-2.65%
3 Months
-1.52%
6 Months
-1.62%
YTD
-0.68%
1 Year
+1.34%
3 Years (annualized)
+0.65%
5 Years (annualized)
-2.17%
10 Years (annualized)
+0.84%

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)
-0.68%
Peer Avg (YTD)
+0.23%
vs Peers
-0.91%

HICMX Mutual Fund Performance

HICMX performance across multiple time periods: 1-month -2.65%, YTD -0.68%, 1-year 1.34%, 3-year 0.65%, 5-year -2.17%, 10-year 0.84%.

HICMX returns trail the peer average of 0.23% 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.