HCESX Mutual Fund

HCESX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
+2.41%
3 Months
+2.55%
6 Months
+10.12%
YTD
+13.03%
1 Year
+21.16%
3 Years (annualized)
+19.66%
5 Years (annualized)
+10.25%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCESX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+9.98%
vs Peers
+3.06%

HCESX Mutual Fund Performance

HCESX performance across multiple time periods: 1-month 2.41%, YTD 13.03%, 1-year 21.16%, 3-year 19.66%, 5-year 10.25%, 10-year 12.15%.

HCESX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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