HCKAX Mutual Fund

HCKAX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
+0.46%
3 Months
+3.10%
6 Months
+5.27%
YTD
+6.18%
1 Year
+14.16%
3 Years (annualized)
+11.06%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.72%

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)
+6.18%
Peer Avg (YTD)
+5.54%
vs Peers
+0.64%

HCKAX Mutual Fund Performance

HCKAX performance across multiple time periods: 1-month 0.46%, YTD 6.18%, 1-year 14.16%, 3-year 11.06%, 5-year 6.06%, 10-year 8.72%.

HCKAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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