HICSX Mutual Fund

HICSX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
-5.85%
3 Months
-0.56%
6 Months
+8.91%
YTD
+13.96%
1 Year
+23.81%
3 Years (annualized)
+16.07%
5 Years (annualized)
+7.28%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICSX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+13.29%
vs Peers
+0.67%

HICSX Mutual Fund Performance

HICSX performance across multiple time periods: 1-month -5.85%, YTD 13.96%, 1-year 23.81%, 3-year 16.07%, 5-year 7.28%, 10-year 8.94%.

HICSX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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