HICOX Mutual Fund

HICOX Mutual Fund

NAV$8.61
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Returns Overview

1 Month
-3.04%
3 Months
-4.06%
6 Months
-1.53%
YTD
-0.80%
1 Year
+1.06%
3 Years (annualized)
+6.26%
5 Years (annualized)
+3.67%
10 Years (annualized)
+4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICOX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
-3.82%
vs Peers
+3.02%

HICOX Mutual Fund Performance

HICOX performance across multiple time periods: 1-month -3.04%, YTD -0.80%, 1-year 1.06%, 3-year 6.26%, 5-year 3.67%, 10-year 4.29%.

HICOX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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