HQICX Mutual Fund

NAV$22.51

Returns Overview

1 Month
+0.09%
3 Months
+5.75%
6 Months
+6.37%
YTD
+5.74%
1 Year
+14.46%
3 Years (annualized)
+9.53%
5 Years (annualized)
+7.31%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HQICX 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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.74%
Peer Avg (YTD)
+9.49%
vs Peers
-3.75%

HQICX Mutual Fund Performance

HQICX performance across multiple time periods: 1-month 0.09%, YTD 5.74%, 1-year 14.46%, 3-year 9.53%, 5-year 7.31%, 10-year 9.16%.

HQICX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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