HIIFX Mutual Fund

NAV$4.08

Returns Overview

1 Month
+0.14%
3 Months
+5.92%
6 Months
+3.53%
YTD
+3.27%
1 Year
+15.62%
3 Years (annualized)
+12.85%
5 Years (annualized)
+5.51%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIIFX 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
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+3.23%
vs Peers
+0.05%

HIIFX Mutual Fund Performance

HIIFX performance across multiple time periods: 1-month 0.14%, YTD 3.27%, 1-year 15.62%, 3-year 12.85%, 5-year 5.51%, 10-year 7.67%.

HIIFX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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