HCAIX Mutual Fund

NAV$113.13

Returns Overview

1 Month
-4.24%
3 Months
+17.56%
6 Months
+4.61%
YTD
+4.83%
1 Year
+10.65%
3 Years (annualized)
+24.13%
5 Years (annualized)
+14.93%
10 Years (annualized)
+25.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCAIX 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)
+4.83%
Peer Avg (YTD)
+8.97%
vs Peers
-4.14%

HCAIX Mutual Fund Performance

HCAIX performance across multiple time periods: 1-month -4.24%, YTD 4.83%, 1-year 10.65%, 3-year 24.13%, 5-year 14.93%, 10-year 25.07%.

HCAIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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