FHCCX Mutual Fund

NAV$40.72

Returns Overview

1 Month
+11.29%
3 Months
+16.18%
6 Months
+8.93%
YTD
+9.35%
1 Year
+49.85%
3 Years (annualized)
+19.59%
5 Years (annualized)
+10.80%
10 Years (annualized)
+14.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHCCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI/Health Care 25/50
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+7.57%
vs Peers
+1.77%

FHCCX Mutual Fund Performance

FHCCX performance across multiple time periods: 1-month 11.29%, YTD 9.35%, 1-year 49.85%, 3-year 19.59%, 5-year 10.80%, 10-year 14.58%.

FHCCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

FHCCX performance comparison shows side-by-side returns with another fund. FHCCX alternatives are available in the Mutual Fund Screener.