HCAFX Mutual Fund

HCAFX Mutual Fund

NAV$48.02
See how much of HCAFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.19%
3 Months
+2.36%
6 Months
+5.21%
YTD
+9.16%
1 Year
+9.86%
3 Years (annualized)
+18.95%
5 Years (annualized)
+7.87%
10 Years (annualized)
+11.86%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+9.28%
vs Peers
-0.11%

HCAFX Mutual Fund Performance

HCAFX performance across multiple time periods: 1-month 0.19%, YTD 9.16%, 1-year 9.86%, 3-year 18.95%, 5-year 7.87%, 10-year 11.86%.

HCAFX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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