HIPIX Mutual Fund

HIPIX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+0.03%
3 Months
-0.71%
6 Months
-0.47%
YTD
+1.33%
1 Year
+1.84%
3 Years (annualized)
+4.93%
5 Years (annualized)
+1.57%
10 Years (annualized)
+3.24%

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
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🏦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)
+1.33%
Peer Avg (YTD)
+2.15%
vs Peers
-0.82%

HIPIX Mutual Fund Performance

HIPIX performance across multiple time periods: 1-month 0.03%, YTD 1.33%, 1-year 1.84%, 3-year 4.93%, 5-year 1.57%, 10-year 3.24%.

HIPIX returns trail the peer average of 2.15% 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.