HCIII Mutual Fund

HCIII Mutual Fund

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Returns Overview

1 Month
-0.43%
3 Months
+0.87%
6 Months
-1.42%
YTD
-1.42%
1 Year
-0.21%
3 Years (annualized)
+3.58%
5 Years (annualized)
-0.92%

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)
-1.42%
Peer Avg (YTD)
+3.23%
vs Peers
-4.65%

HCIII Mutual Fund Performance

HCIII performance across multiple time periods: 1-month -0.43%, YTD -1.42%, 1-year -0.21%, 3-year 3.58%, 5-year -0.92%.

HCIII returns trail the peer average of 3.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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