HCAYX Mutual Fund

NAV$63.95

Returns Overview

1 Month
-1.81%
3 Months
+14.14%
6 Months
+7.64%
YTD
+7.51%
1 Year
+22.26%
3 Years (annualized)
+16.76%
5 Years (annualized)
+9.14%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCAYX 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)
+7.51%
Peer Avg (YTD)
+9.51%
vs Peers
-2.00%

HCAYX Mutual Fund Performance

HCAYX performance across multiple time periods: 1-month -1.81%, YTD 7.51%, 1-year 22.26%, 3-year 16.76%, 5-year 9.14%, 10-year 12.80%.

HCAYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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