HCEGX Mutual Fund

HCEGX Mutual Fund

NAV$49.56
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Returns Overview

1 Month
+0.12%
3 Months
+3.88%
6 Months
+8.57%
YTD
+9.48%
1 Year
+18.27%
3 Years (annualized)
+17.40%
5 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCEGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+9.54%
vs Peers
-0.06%

HCEGX Mutual Fund Performance

HCEGX performance across multiple time periods: 1-month 0.12%, YTD 9.48%, 1-year 18.27%, 3-year 17.40%, 5-year 7.07%.

HCEGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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