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Hilton Tactical Income Instl (HCYIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.39+0.08 (+0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.11%
5-year average return3.84%
Number of years up6
Number of years down4
Best 1-yr total return (5 May 2024)15.80%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return15.80%
Worst 3-yr total return0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHCYIXCategory
YTD2.48%9.69%
1-month-1.93%0.97%
3-month1.25%5.21%
1-year6.86%27.45%
3-year1.91%8.85%
5-year3.51%8.56%
10-year4.42%5.61%
Last bull market11.26%10.63%
Last bear market-4.93%-12.05%

Annual total return (%) history

Year
HCYIXCategory
2024
N/AN/A
2023
7.06%N/A
2022
-10.70%N/A
2021
15.80%N/A
2020
-1.56%9.83%
2019
15.59%14.61%
2018
-2.78%-7.70%
2017
8.64%12.63%
2016
10.14%5.99%
2015
-0.18%-5.93%
2014
5.01%2.41%
2013
N/A8.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.50%N/AN/AN/A
20231.37%1.08%-1.40%5.97%
2022-5.58%-4.93%-3.20%2.77%
20214.48%4.47%0.56%5.49%
2020-15.40%5.54%4.77%5.24%
20196.89%3.60%2.38%1.95%
2018-1.16%1.39%2.39%-5.25%
20171.93%1.65%2.45%2.34%
20161.45%4.26%1.61%2.47%
20151.13%-1.63%-2.53%2.95%
20141.28%5.30%-1.32%-0.22%
20135.17%N/AN/AN/A

Rank in category (by total return)

YTD49
1-month16
3-month68
1-year59
3-year35
5-year65

Load adjusted returns

1-year6.86%
3-year1.91%
5-year3.51%
10-year4.42%