HISCX Mutual Fund

NAV$29.79

Returns Overview

1 Month
+4.49%
3 Months
+26.80%
6 Months
+24.94%
YTD
+23.09%
1 Year
+64.92%
3 Years (annualized)
+23.05%
5 Years (annualized)
+13.48%
10 Years (annualized)
+18.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.09%
Peer Avg (YTD)
+18.52%
vs Peers
+4.56%

HISCX Mutual Fund Performance

HISCX performance across multiple time periods: 1-month 4.49%, YTD 23.09%, 1-year 64.92%, 3-year 23.05%, 5-year 13.48%, 10-year 18.71%.

HISCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

HISCX performance comparison shows side-by-side returns with another fund. HISCX alternatives are available in the Mutual Fund Screener.