HIOIX Mutual Fund

HIOIX Mutual Fund

NAV$12.58
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Returns Overview

1 Month
+1.76%
3 Months
-0.90%
6 Months
-5.45%
YTD
-4.71%
1 Year
+0.40%
3 Years (annualized)
+9.13%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-4.71%
Peer Avg (YTD)
+2.39%
vs Peers
-7.09%

HIOIX Mutual Fund Performance

HIOIX performance across multiple time periods: 1-month 1.76%, YTD -4.71%, 1-year 0.40%, 3-year 9.13%, 5-year 3.96%, 10-year 5.79%.

HIOIX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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