HCAIX Mutual Fund

HCAIX Mutual Fund

NAV$111.35
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Returns Overview

1 Month
-0.38%
3 Months
+3.02%
6 Months
+6.54%
YTD
+4.43%
1 Year
+7.97%
3 Years (annualized)
+18.68%
5 Years (annualized)
+8.43%
10 Years (annualized)
+16.48%

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)
+4.43%
Peer Avg (YTD)
+6.23%
vs Peers
-1.81%

HCAIX Mutual Fund Performance

HCAIX performance across multiple time periods: 1-month -0.38%, YTD 4.43%, 1-year 7.97%, 3-year 18.68%, 5-year 8.43%, 10-year 16.48%.

HCAIX returns trail the peer average of 6.23% 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.