HICVX Mutual Fund

NAV$25.92

Returns Overview

1 Month
-2.17%
3 Months
+1.60%
6 Months
+10.94%
YTD
+10.20%
1 Year
+25.70%
3 Years (annualized)
+17.00%
5 Years (annualized)
+13.05%
10 Years (annualized)
+11.77%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.20%
Peer Avg (YTD)
+9.49%
vs Peers
+0.71%

HICVX Mutual Fund Performance

HICVX performance across multiple time periods: 1-month -2.17%, YTD 10.20%, 1-year 25.70%, 3-year 17.00%, 5-year 13.05%, 10-year 11.77%.

HICVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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