HCKTX Mutual Fund

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Returns Overview

1 Month
-0.50%
3 Months
+9.14%
6 Months
+5.96%
YTD
+5.75%
1 Year
+19.68%
3 Years (annualized)
+12.78%
5 Years (annualized)
+6.97%
10 Years (annualized)
+9.40%

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

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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)
+5.75%
Peer Avg (YTD)
+5.87%
vs Peers
-0.12%

HCKTX Mutual Fund Performance

HCKTX performance across multiple time periods: 1-month -0.50%, YTD 5.75%, 1-year 19.68%, 3-year 12.78%, 5-year 6.97%, 10-year 9.40%.

HCKTX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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