HQIIX Mutual Fund

HQIIX Mutual Fund

NAV$22.28
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Returns Overview

1 Month
+4.06%
3 Months
+5.11%
6 Months
+7.49%
YTD
+10.54%
1 Year
+20.13%
3 Years (annualized)
+12.60%
5 Years (annualized)
+10.06%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQIIX 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)
+10.54%
Peer Avg (YTD)
+11.41%
vs Peers
-0.87%

HQIIX Mutual Fund Performance

HQIIX performance across multiple time periods: 1-month 4.06%, YTD 10.54%, 1-year 20.13%, 3-year 12.60%, 5-year 10.06%, 10-year 11.01%.

HQIIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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