HICVX Mutual Fund

HICVX Mutual Fund

NAV$26.88
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Returns Overview

1 Month
+7.21%
3 Months
+5.07%
6 Months
+8.87%
YTD
+21.82%
1 Year
+28.28%
3 Years (annualized)
+20.73%
5 Years (annualized)
+13.59%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.82%
Peer Avg (YTD)
+12.44%
vs Peers
+9.38%

HICVX Mutual Fund Performance

HICVX performance across multiple time periods: 1-month 7.21%, YTD 21.82%, 1-year 28.28%, 3-year 20.73%, 5-year 13.59%, 10-year 10.47%.

HICVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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