HCKTX Mutual Fund

HCKTX Mutual Fund

NAV$10.83
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Returns Overview

1 Month
+0.47%
3 Months
+3.23%
6 Months
+5.31%
YTD
+6.25%
1 Year
+14.43%
3 Years (annualized)
+11.31%
5 Years (annualized)
+6.29%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKTX 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
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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)
+6.25%
Peer Avg (YTD)
+5.54%
vs Peers
+0.71%

HCKTX Mutual Fund Performance

HCKTX performance across multiple time periods: 1-month 0.47%, YTD 6.25%, 1-year 14.43%, 3-year 11.31%, 5-year 6.29%, 10-year 8.93%.

HCKTX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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