HICSX Mutual Fund

NAV$15.49

Returns Overview

1 Month
+0.04%
3 Months
+17.11%
6 Months
+21.04%
YTD
+18.90%
1 Year
+35.75%
3 Years (annualized)
+19.42%
5 Years (annualized)
+8.38%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+18.90%
Peer Avg (YTD)
+18.00%
vs Peers
+0.90%

HICSX Mutual Fund Performance

HICSX performance across multiple time periods: 1-month 0.04%, YTD 18.90%, 1-year 35.75%, 3-year 19.42%, 5-year 8.38%, 10-year 10.01%.

HICSX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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