HBMCX Mutual Fund

HBMCX Mutual Fund

NAV$20.28
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Returns Overview

1 Month
-8.83%
3 Months
-1.59%
6 Months
+1.31%
YTD
+2.07%
1 Year
-2.50%
3 Years (annualized)
+3.01%
5 Years (annualized)
-1.22%
10 Years (annualized)
+7.35%

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)
+2.07%
Peer Avg (YTD)
+9.54%
vs Peers
-7.47%

HBMCX Mutual Fund Performance

HBMCX performance across multiple time periods: 1-month -8.83%, YTD 2.07%, 1-year -2.50%, 3-year 3.01%, 5-year -1.22%, 10-year 7.35%.

HBMCX returns trail the peer average of 9.54% 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.