HVICX Mutual Fund

HVICX Mutual Fund

NAV$10.00
See how much of HVICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.09%
3 Months
+3.09%
6 Months
+3.09%
YTD
+3.09%
1 Year
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HVICX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.09%
Peer Avg (YTD)
+9.28%
vs Peers
-6.18%

HVICX Mutual Fund Performance

HVICX performance across multiple time periods: 1-month 3.09%, YTD 3.09%, 1-year 1.83%.

HVICX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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