HICVX Mutual Fund

HICVX Mutual Fund

NAV$26.56
See how much of HICVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.21%
3 Months
+3.62%
6 Months
+10.20%
YTD
+15.94%
1 Year
+27.19%
3 Years (annualized)
+15.46%
5 Years (annualized)
+13.24%
10 Years (annualized)
+11.89%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.94%
Peer Avg (YTD)
+11.41%
vs Peers
+4.53%

HICVX Mutual Fund Performance

HICVX performance across multiple time periods: 1-month 5.21%, YTD 15.94%, 1-year 27.19%, 3-year 15.46%, 5-year 13.24%, 10-year 11.89%.

HICVX returns outperform the peer average of 11.41% 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.