HIMCX Mutual Fund

HIMCX Mutual Fund

NAV$21.41
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Returns Overview

1 Month
-8.81%
3 Months
-1.54%
6 Months
+1.41%
YTD
+2.20%
1 Year
-2.25%
3 Years (annualized)
+3.27%
5 Years (annualized)
-0.97%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+9.54%
vs Peers
-7.34%

HIMCX Mutual Fund Performance

HIMCX performance across multiple time periods: 1-month -8.81%, YTD 2.20%, 1-year -2.25%, 3-year 3.27%, 5-year -0.97%, 10-year 7.62%.

HIMCX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

HIMCX vs another fund shows side-by-side returns. HIMCX alternatives are available in the Mutual Fund Screener.