HICGX Mutual Fund

HICGX Mutual Fund

NAV$40.44
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Returns Overview

1 Month
-2.41%
3 Months
-4.11%
6 Months
+7.15%
YTD
+8.65%
1 Year
+10.21%
3 Years (annualized)
+18.22%
5 Years (annualized)
+13.40%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+10.34%
vs Peers
-1.69%

HICGX Mutual Fund Performance

HICGX performance across multiple time periods: 1-month -2.41%, YTD 8.65%, 1-year 10.21%, 3-year 18.22%, 5-year 13.40%, 10-year 11.23%.

HICGX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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