HIPAX Mutual Fund

NAV$10.08

Returns Overview

1 Month
-0.63%
3 Months
+0.80%
6 Months
+1.32%
YTD
+1.32%
1 Year
+3.89%
3 Years (annualized)
+4.63%
5 Years (annualized)
+1.77%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPAX 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
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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 Return
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
+3.23%
vs Peers
-1.91%

HIPAX Mutual Fund Performance

HIPAX performance across multiple time periods: 1-month -0.63%, YTD 1.32%, 1-year 3.89%, 3-year 4.63%, 5-year 1.77%, 10-year 2.97%.

HIPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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