HCACX Mutual Fund

HCACX Mutual Fund

NAV$26.82
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Returns Overview

1 Month
+2.29%
3 Months
-0.60%
6 Months
+8.67%
YTD
+8.35%
1 Year
+13.05%
3 Years (annualized)
+14.51%
5 Years (annualized)
+6.65%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCACX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+11.21%
vs Peers
-2.86%

HCACX Mutual Fund Performance

HCACX performance across multiple time periods: 1-month 2.29%, YTD 8.35%, 1-year 13.05%, 3-year 14.51%, 5-year 6.65%, 10-year 10.87%.

HCACX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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