HICUI Mutual Fund

Returns Overview

1 Month
-0.29%
3 Months
+0.87%
6 Months
-1.28%
YTD
-1.28%
1 Year
-0.05%
3 Years (annualized)
+3.65%
5 Years (annualized)
-0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICUI 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
+3.23%
vs Peers
-4.51%

HICUI Mutual Fund Performance

HICUI performance across multiple time periods: 1-month -0.29%, YTD -1.28%, 1-year -0.05%, 3-year 3.65%, 5-year -0.85%.

HICUI returns trail the peer average of 3.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

HICUI performance comparison shows side-by-side returns with another fund. HICUI alternatives are available in the Mutual Fund Screener.