HBMCX Mutual Fund

HBMCX Mutual Fund

NAV$23.01
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Returns Overview

1 Month
+3.52%
3 Months
+18.54%
6 Months
+11.95%
YTD
+10.60%
1 Year
+29.34%
3 Years (annualized)
+15.11%
5 Years (annualized)
+8.16%
10 Years (annualized)
+16.93%

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)
+10.60%
Peer Avg (YTD)
+10.82%
vs Peers
-0.22%

HBMCX Mutual Fund Performance

HBMCX performance across multiple time periods: 1-month 3.52%, YTD 10.60%, 1-year 29.34%, 3-year 15.11%, 5-year 8.16%, 10-year 16.93%.

HBMCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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