HIISX Mutual Fund

HIISX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
-2.07%
3 Months
+3.81%
6 Months
+14.53%
YTD
+14.97%
1 Year
+17.56%
3 Years (annualized)
+14.82%
5 Years (annualized)
+6.85%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIISX 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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+7.86%
vs Peers
+7.11%

HIISX Mutual Fund Performance

HIISX performance across multiple time periods: 1-month -2.07%, YTD 14.97%, 1-year 17.56%, 3-year 14.82%, 5-year 6.85%, 10-year 8.94%.

HIISX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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