HCKCX Mutual Fund

NAV$11.06

Returns Overview

1 Month
-0.56%
3 Months
+8.92%
6 Months
+5.40%
YTD
+5.19%
1 Year
+18.36%
3 Years (annualized)
+11.65%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.19%
Peer Avg (YTD)
+5.87%
vs Peers
-0.67%

HCKCX Mutual Fund Performance

HCKCX performance across multiple time periods: 1-month -0.56%, YTD 5.19%, 1-year 18.36%, 3-year 11.65%, 5-year 5.89%, 10-year 8.34%.

HCKCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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