HIGCX Mutual Fund

NAV$20.31
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.20%
3 Months
+7.50%
6 Months
+8.99%
YTD
+8.33%
1 Year
+16.81%
3 Years (annualized)
+9.47%
5 Years (annualized)
+6.38%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIGCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+9.51%
vs Peers
-1.18%

HIGCX Mutual Fund Performance

HIGCX performance across multiple time periods: 1-month 0.20%, YTD 8.33%, 1-year 16.81%, 3-year 9.47%, 5-year 6.38%, 10-year 8.96%.

HIGCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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