HIIIX Mutual Fund

HIIIX Mutual Fund

NAV$3.85
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Returns Overview

1 Month
-2.26%
3 Months
-1.92%
6 Months
+3.95%
YTD
+1.16%
1 Year
+2.85%
3 Years (annualized)
+12.16%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIIIX 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
BofA Merrill Lynch US Cash Pay High Yield Index
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+0.50%
vs Peers
+0.66%

HIIIX Mutual Fund Performance

HIIIX performance across multiple time periods: 1-month -2.26%, YTD 1.16%, 1-year 2.85%, 3-year 12.16%, 5-year 5.81%, 10-year 7.36%.

HIIIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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