HISIX Mutual Fund

HISIX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
+2.99%
3 Months
+6.20%
6 Months
+7.02%
YTD
+19.77%
1 Year
+27.61%
3 Years (annualized)
+17.08%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+19.77%
Peer Avg (YTD)
+8.51%
vs Peers
+11.26%

HISIX Mutual Fund Performance

HISIX performance across multiple time periods: 1-month 2.99%, YTD 19.77%, 1-year 27.61%, 3-year 17.08%, 5-year 6.74%, 10-year 9.81%.

HISIX returns outperform the peer average of 8.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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