HIIDX Mutual Fund

HIIDX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
-0.82%
3 Months
+7.97%
6 Months
+9.17%
YTD
+7.82%
1 Year
+19.72%
3 Years (annualized)
+15.02%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIIDX 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
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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
MSCI All Country World Ex. US Index
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+9.57%
vs Peers
-1.75%

HIIDX Mutual Fund Performance

HIIDX performance across multiple time periods: 1-month -0.82%, YTD 7.82%, 1-year 19.72%, 3-year 15.02%, 5-year 6.95%, 10-year 8.71%.

HIIDX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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