HIPAX Mutual Fund

HIPAX Mutual Fund

NAV$9.81
See how much of HIPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
-0.81%
6 Months
-0.62%
YTD
+1.13%
1 Year
+1.53%
3 Years (annualized)
+4.65%
5 Years (annualized)
+1.31%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.02%

HIPAX Mutual Fund Performance

HIPAX performance across multiple time periods: 1-month -0.09%, YTD 1.13%, 1-year 1.53%, 3-year 4.65%, 5-year 1.31%, 10-year 2.94%.

HIPAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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