HCKCX Mutual Fund

HCKCX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
+1.47%
3 Months
+1.45%
6 Months
+6.16%
YTD
+7.50%
1 Year
+12.16%
3 Years (annualized)
+16.62%
5 Years (annualized)
+10.90%
10 Years (annualized)
+15.10%

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
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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)
+7.50%
Peer Avg (YTD)
+6.28%
vs Peers
+1.21%

HCKCX Mutual Fund Performance

HCKCX performance across multiple time periods: 1-month 1.47%, YTD 7.50%, 1-year 12.16%, 3-year 16.62%, 5-year 10.90%, 10-year 15.10%.

HCKCX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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