HCIMX Mutual Fund

HCIMX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-4.00%
3 Months
-5.38%
6 Months
-3.46%
YTD
-3.63%
1 Year
-2.51%
3 Years (annualized)
+3.65%
5 Years (annualized)
+1.10%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIMX 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 3-10 Year Blend (2-12) Total Return Index Unhedged(I00783US)
This Mutual Fund (YTD)
-3.63%
Peer Avg (YTD)
-3.84%
vs Peers
+0.21%

HCIMX Mutual Fund Performance

HCIMX performance across multiple time periods: 1-month -4.00%, YTD -3.63%, 1-year -2.51%, 3-year 3.65%, 5-year 1.10%, 10-year 1.74%.

HCIMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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