HCKTX Mutual Fund

HCKTX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+1.59%
3 Months
+1.56%
6 Months
+6.36%
YTD
+7.93%
1 Year
+13.44%
3 Years (annualized)
+12.60%
5 Years (annualized)
+6.30%
10 Years (annualized)
+9.09%

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)
+7.93%
Peer Avg (YTD)
+6.28%
vs Peers
+1.65%

HCKTX Mutual Fund Performance

HCKTX performance across multiple time periods: 1-month 1.59%, YTD 7.93%, 1-year 13.44%, 3-year 12.60%, 5-year 6.30%, 10-year 9.09%.

HCKTX returns outperform the peer average of 6.28% 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.