HIOCX Mutual Fund

HIOCX Mutual Fund

NAV$20.00
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Returns Overview

1 Month
-1.09%
3 Months
+2.31%
6 Months
+4.61%
YTD
+9.07%
1 Year
+23.49%
3 Years (annualized)
+14.71%
5 Years (annualized)
+6.58%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIOCX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+9.07%
Peer Avg (YTD)
+9.42%
vs Peers
-0.35%

HIOCX Mutual Fund Performance

HIOCX performance across multiple time periods: 1-month -1.09%, YTD 9.07%, 1-year 23.49%, 3-year 14.71%, 5-year 6.58%, 10-year 7.82%.

HIOCX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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