HIOIX Mutual Fund

HIOIX Mutual Fund

NAV$12.20
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Returns Overview

1 Month
+3.54%
3 Months
+1.04%
6 Months
+1.04%
YTD
+0.56%
1 Year
-3.27%
3 Years (annualized)
+11.28%
5 Years (annualized)
+5.27%
10 Years (annualized)
+6.12%

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)
+0.56%
Peer Avg (YTD)
+4.75%
vs Peers
-4.19%

HIOIX Mutual Fund Performance

HIOIX performance across multiple time periods: 1-month 3.54%, YTD 0.56%, 1-year -3.27%, 3-year 11.28%, 5-year 5.27%, 10-year 6.12%.

HIOIX returns trail the peer average of 4.75% 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.