HNIDX Mutual Fund

HNIDX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-0.81%
3 Months
+8.11%
6 Months
+9.38%
YTD
+8.04%
1 Year
+20.21%
3 Years (annualized)
+15.51%
5 Years (annualized)
+7.42%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNIDX 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 All Country World Ex. US Index
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+9.57%
vs Peers
-1.53%

HNIDX Mutual Fund Performance

HNIDX performance across multiple time periods: 1-month -0.81%, YTD 8.04%, 1-year 20.21%, 3-year 15.51%, 5-year 7.42%, 10-year 9.18%.

HNIDX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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