HCIGX Mutual Fund

HCIGX Mutual Fund

NAV$17.15
See how much of HCIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
-0.62%
6 Months
+12.96%
YTD
+8.46%
1 Year
+11.01%
3 Years (annualized)
+6.87%
5 Years (annualized)
-3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIGX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+8.67%
vs Peers
-0.21%

HCIGX Mutual Fund Performance

HCIGX performance across multiple time periods: 1-month -2.00%, YTD 8.46%, 1-year 11.01%, 3-year 6.87%, 5-year -3.37%.

HCIGX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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