HICSX Mutual Fund

HICSX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
-0.81%
3 Months
-6.92%
6 Months
+9.01%
YTD
+10.68%
1 Year
+16.01%
3 Years (annualized)
+17.21%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HICSX 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)
+10.68%
Peer Avg (YTD)
+10.47%
vs Peers
+0.21%

HICSX Mutual Fund Performance

HICSX performance across multiple time periods: 1-month -0.81%, YTD 10.68%, 1-year 16.01%, 3-year 17.21%, 5-year 7.08%, 10-year 9.18%.

HICSX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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