HCKRX Mutual Fund

HCKRX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
-0.54%
3 Months
+9.04%
6 Months
+5.64%
YTD
+5.44%
1 Year
+18.87%
3 Years (annualized)
+12.08%
5 Years (annualized)
+6.32%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKRX 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)
+5.44%
Peer Avg (YTD)
+5.87%
vs Peers
-0.43%

HCKRX Mutual Fund Performance

HCKRX performance across multiple time periods: 1-month -0.54%, YTD 5.44%, 1-year 18.87%, 3-year 12.08%, 5-year 6.32%, 10-year 8.77%.

HCKRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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