HBMCX Mutual Fund

HBMCX Mutual Fund

NAV$20.08
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Returns Overview

1 Month
+0.92%
3 Months
-4.75%
6 Months
+10.30%
YTD
+3.01%
1 Year
-2.45%
3 Years (annualized)
+15.05%
5 Years (annualized)
+4.90%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBMCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+9.89%
vs Peers
-6.88%

HBMCX Mutual Fund Performance

HBMCX performance across multiple time periods: 1-month 0.92%, YTD 3.01%, 1-year -2.45%, 3-year 15.05%, 5-year 4.90%, 10-year 16.48%.

HBMCX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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