HIOCX Mutual Fund

NAV$19.96

Returns Overview

1 Month
+0.66%
3 Months
+2.52%
6 Months
+3.85%
YTD
+7.72%
1 Year
+21.50%
3 Years (annualized)
+16.45%
5 Years (annualized)
+6.86%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIOCX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+9.13%
vs Peers
-1.41%

HIOCX Mutual Fund Performance

HIOCX performance across multiple time periods: 1-month 0.66%, YTD 7.72%, 1-year 21.50%, 3-year 16.45%, 5-year 6.86%, 10-year 8.41%.

HIOCX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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