HIISX Mutual Fund

NAV$17.79

Returns Overview

1 Month
+2.36%
3 Months
+7.17%
6 Months
+8.28%
YTD
+13.82%
1 Year
+15.18%
3 Years (annualized)
+12.91%
5 Years (annualized)
+6.17%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+9.16%
vs Peers
+4.66%

HIISX Mutual Fund Performance

HIISX performance across multiple time periods: 1-month 2.36%, YTD 13.82%, 1-year 15.18%, 3-year 12.91%, 5-year 6.17%, 10-year 8.86%.

HIISX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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