HCIII Mutual Fund

HCIII Mutual Fund

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Returns Overview

1 Month
-0.72%
3 Months
+0.42%
6 Months
-1.99%
YTD
+1.50%
1 Year
+5.20%
3 Years (annualized)
+8.13%
5 Years (annualized)
+4.08%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIII 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
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📉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
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+0.12%
vs Peers
+1.38%

HCIII Mutual Fund Performance

HCIII performance across multiple time periods: 1-month -0.72%, YTD 1.50%, 1-year 5.20%, 3-year 8.13%, 5-year 4.08%, 10-year 5.42%.

HCIII returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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