HIMZX Mutual Fund

HIMZX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
-0.94%
3 Months
-0.62%
6 Months
+0.35%
YTD
+0.72%
1 Year
+1.91%
3 Years (annualized)
+5.58%
5 Years (annualized)
+2.81%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMZX 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
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
-1.38%
vs Peers
+2.10%

HIMZX Mutual Fund Performance

HIMZX performance across multiple time periods: 1-month -0.94%, YTD 0.72%, 1-year 1.91%, 3-year 5.58%, 5-year 2.81%, 10-year 2.57%.

HIMZX returns outperform the peer average of -1.38% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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