HIPSX Mutual Fund

HIPSX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+1.53%
3 Months
-1.03%
6 Months
-1.65%
YTD
+0.17%
1 Year
-0.15%
3 Years (annualized)
+4.97%
5 Years (annualized)
+1.01%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPSX 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)
+0.17%
Peer Avg (YTD)
+1.93%
vs Peers
-1.75%

HIPSX Mutual Fund Performance

HIPSX performance across multiple time periods: 1-month 1.53%, YTD 0.17%, 1-year -0.15%, 3-year 4.97%, 5-year 1.01%, 10-year 2.18%.

HIPSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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