HIICX Mutual Fund

HIICX Mutual Fund

NAV$4.09
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Returns Overview

1 Month
+0.08%
3 Months
+5.72%
6 Months
+3.17%
YTD
+2.92%
1 Year
+14.79%
3 Years (annualized)
+11.99%
5 Years (annualized)
+4.76%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIICX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+3.23%
vs Peers
-0.31%

HIICX Mutual Fund Performance

HIICX performance across multiple time periods: 1-month 0.08%, YTD 2.92%, 1-year 14.79%, 3-year 11.99%, 5-year 4.76%, 10-year 6.79%.

HIICX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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