HIPTX Mutual Fund

HIPTX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+0.03%
3 Months
-0.71%
6 Months
-0.44%
YTD
+1.37%
1 Year
+1.86%
3 Years (annualized)
+4.92%
5 Years (annualized)
+1.58%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPTX 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)
+1.37%
Peer Avg (YTD)
+2.15%
vs Peers
-0.78%

HIPTX Mutual Fund Performance

HIPTX performance across multiple time periods: 1-month 0.03%, YTD 1.37%, 1-year 1.86%, 3-year 4.92%, 5-year 1.58%, 10-year 3.24%.

HIPTX 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.

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