HCKAX Mutual Fund

HCKAX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
-0.45%
3 Months
+9.07%
6 Months
+5.90%
YTD
+5.69%
1 Year
+19.29%
3 Years (annualized)
+12.53%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+5.87%
vs Peers
-0.17%

HCKAX Mutual Fund Performance

HCKAX performance across multiple time periods: 1-month -0.45%, YTD 5.69%, 1-year 19.29%, 3-year 12.53%, 5-year 6.72%, 10-year 9.18%.

HCKAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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