HCAYX Mutual Fund

HCAYX Mutual Fund

NAV$64.86
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Returns Overview

1 Month
+2.40%
3 Months
-0.33%
6 Months
+9.24%
YTD
+9.13%
1 Year
+14.25%
3 Years (annualized)
+15.72%
5 Years (annualized)
+7.77%
10 Years (annualized)
+12.05%

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
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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)
+9.13%
Peer Avg (YTD)
+11.21%
vs Peers
-2.08%

HCAYX Mutual Fund Performance

HCAYX performance across multiple time periods: 1-month 2.40%, YTD 9.13%, 1-year 14.25%, 3-year 15.72%, 5-year 7.77%, 10-year 12.05%.

HCAYX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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