HQICX Mutual Fund

HQICX Mutual Fund

NAV$21.70
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Returns Overview

1 Month
+1.08%
3 Months
+5.17%
6 Months
+4.93%
YTD
+11.11%
1 Year
+15.67%
3 Years (annualized)
+12.96%
5 Years (annualized)
+8.70%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQICX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.11%
Peer Avg (YTD)
+12.44%
vs Peers
-1.33%

HQICX Mutual Fund Performance

HQICX performance across multiple time periods: 1-month 1.08%, YTD 11.11%, 1-year 15.67%, 3-year 12.96%, 5-year 8.70%, 10-year 9.97%.

HQICX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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