HICMX Mutual Fund

HICMX Mutual Fund

NAV$5.19
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Returns Overview

1 Month
-4.37%
3 Months
-7.21%
6 Months
-4.95%
YTD
-5.37%
1 Year
-7.03%
3 Years (annualized)
+1.50%
5 Years (annualized)
-2.20%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICMX 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 Barclays High Yield Muni Total Return USD(LMHYTR)
This Mutual Fund (YTD)
-5.37%
Peer Avg (YTD)
-3.82%
vs Peers
-1.55%

HICMX Mutual Fund Performance

HICMX performance across multiple time periods: 1-month -4.37%, YTD -5.37%, 1-year -7.03%, 3-year 1.50%, 5-year -2.20%, 10-year 0.72%.

HICMX returns trail the peer average of -3.82% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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