HICOX Mutual Fund

HICOX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
-0.09%
3 Months
-0.11%
6 Months
+0.79%
YTD
+2.31%
1 Year
+5.94%
3 Years (annualized)
+6.26%
5 Years (annualized)
+3.67%
10 Years (annualized)
+4.29%

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)
+2.31%
Peer Avg (YTD)
+0.15%
vs Peers
+2.16%

HICOX Mutual Fund Performance

HICOX performance across multiple time periods: 1-month -0.09%, YTD 2.31%, 1-year 5.94%, 3-year 6.26%, 5-year 3.67%, 10-year 4.29%.

HICOX returns outperform the peer average of 0.15% 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.