HCIIX Mutual Fund

HCIIX Mutual Fund

NAV$41.06
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Returns Overview

1 Month
-3.02%
3 Months
-4.09%
6 Months
-3.60%
YTD
-3.59%
1 Year
+385.48%
3 Years (annualized)
+73.47%
5 Years (annualized)
+33.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.59%
Peer Avg (YTD)
+0.50%
vs Peers
-4.09%

HCIIX Mutual Fund Performance

HCIIX performance across multiple time periods: 1-month -3.02%, YTD -3.59%, 1-year 385.48%, 3-year 73.47%, 5-year 33.63%.

HCIIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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