HIPRX Mutual Fund

NAV$9.80

Returns Overview

1 Month
-0.67%
3 Months
+0.73%
6 Months
+1.13%
YTD
+1.23%
1 Year
+3.55%
3 Years (annualized)
+4.27%
5 Years (annualized)
+1.44%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+3.23%
vs Peers
-2.00%

HIPRX Mutual Fund Performance

HIPRX performance across multiple time periods: 1-month -0.67%, YTD 1.23%, 1-year 3.55%, 3-year 4.27%, 5-year 1.44%, 10-year 2.59%.

HIPRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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