HIPAX Mutual Fund

HIPAX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-2.42%
3 Months
-2.60%
6 Months
-1.82%
YTD
-1.32%
1 Year
-1.25%
3 Years (annualized)
+4.65%
5 Years (annualized)
+1.31%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIPAX 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
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📉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 Return
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+0.50%
vs Peers
-1.82%

HIPAX Mutual Fund Performance

HIPAX performance across multiple time periods: 1-month -2.42%, YTD -1.32%, 1-year -1.25%, 3-year 4.65%, 5-year 1.31%, 10-year 2.94%.

HIPAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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