HIOIX Mutual Fund

NAV$12.69

Returns Overview

1 Month
-4.10%
3 Months
+1.19%
6 Months
-4.56%
YTD
-6.35%
1 Year
+0.42%
3 Years (annualized)
+10.93%
5 Years (annualized)
+2.86%
10 Years (annualized)
+5.98%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-6.35%
Peer Avg (YTD)
+3.47%
vs Peers
-9.83%

HIOIX Mutual Fund Performance

HIOIX performance across multiple time periods: 1-month -4.10%, YTD -6.35%, 1-year 0.42%, 3-year 10.93%, 5-year 2.86%, 10-year 5.98%.

HIOIX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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