HICOX Mutual Fund

HICOX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
-0.95%
3 Months
+0.60%
6 Months
+1.98%
YTD
+2.42%
1 Year
+5.83%
3 Years (annualized)
+6.26%
5 Years (annualized)
+3.82%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICOX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+0.23%
vs Peers
+2.19%

HICOX Mutual Fund Performance

HICOX performance across multiple time periods: 1-month -0.95%, YTD 2.42%, 1-year 5.83%, 3-year 6.26%, 5-year 3.82%, 10-year 4.56%.

HICOX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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