HICOX Mutual Fund

HICOX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+2.76%
3 Months
-0.46%
6 Months
+0.13%
YTD
+1.93%
1 Year
+2.62%
3 Years (annualized)
+7.27%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.49%

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)
+1.93%
Peer Avg (YTD)
-0.87%
vs Peers
+2.79%

HICOX Mutual Fund Performance

HICOX performance across multiple time periods: 1-month 2.76%, YTD 1.93%, 1-year 2.62%, 3-year 7.27%, 5-year 3.59%, 10-year 3.49%.

HICOX returns outperform the peer average of -0.87% 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.