HCAFX Mutual Fund

NAV$48.85

Returns Overview

1 Month
-1.79%
3 Months
+14.17%
6 Months
+7.69%
YTD
+7.57%
1 Year
+24.01%
3 Years (annualized)
+17.27%
5 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCAFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+9.51%
vs Peers
-1.94%

HCAFX Mutual Fund Performance

HCAFX performance across multiple time periods: 1-month -1.79%, YTD 7.57%, 1-year 24.01%, 3-year 17.27%, 5-year 9.48%.

HCAFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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