HCIEX Mutual Fund

HCIEX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
-3.13%
3 Months
+0.76%
6 Months
+8.93%
YTD
+10.22%
1 Year
+16.37%
3 Years (annualized)
+14.13%
5 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+9.29%
vs Peers
+0.93%

HCIEX Mutual Fund Performance

HCIEX performance across multiple time periods: 1-month -3.13%, YTD 10.22%, 1-year 16.37%, 3-year 14.13%, 5-year 7.33%.

HCIEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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