HISCX Mutual Fund

HISCX Mutual Fund

NAV$26.20
See how much of HISCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.42%
3 Months
-4.18%
6 Months
-2.44%
YTD
+11.10%
1 Year
+10.11%
3 Years (annualized)
+17.28%
5 Years (annualized)
+1.96%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+14.00%
vs Peers
-2.90%

HISCX Mutual Fund Performance

HISCX performance across multiple time periods: 1-month -0.42%, YTD 11.10%, 1-year 10.11%, 3-year 17.28%, 5-year 1.96%, 10-year 9.66%.

HISCX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

HISCX vs another fund shows side-by-side returns. HISCX alternatives are available in the Mutual Fund Screener.