HIPIX Mutual Fund

HIPIX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
-0.16%
3 Months
-0.64%
6 Months
+0.44%
YTD
+1.30%
1 Year
+3.70%
3 Years (annualized)
+4.65%
5 Years (annualized)
+1.56%
10 Years (annualized)
+3.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPIX 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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+0.12%
vs Peers
+1.18%

HIPIX Mutual Fund Performance

HIPIX performance across multiple time periods: 1-month -0.16%, YTD 1.30%, 1-year 3.70%, 3-year 4.65%, 5-year 1.56%, 10-year 3.20%.

HIPIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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