HCAIX Mutual Fund

HCAIX Mutual Fund

NAV$118.04
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Returns Overview

1 Month
+3.48%
3 Months
-1.29%
6 Months
+14.47%
YTD
+8.06%
1 Year
+12.01%
3 Years (annualized)
+24.54%
5 Years (annualized)
+14.23%
10 Years (annualized)
+24.73%

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
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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)
+8.06%
Peer Avg (YTD)
+8.51%
vs Peers
-0.45%

HCAIX Mutual Fund Performance

HCAIX performance across multiple time periods: 1-month 3.48%, YTD 8.06%, 1-year 12.01%, 3-year 24.54%, 5-year 14.23%, 10-year 24.73%.

HCAIX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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