HCMBX Mutual Fund

HCMBX Mutual Fund

NAV$10.83
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Returns Overview

1 Month
-3.41%
3 Months
-0.09%
6 Months
+0.28%
YTD
+1.90%
1 Year
+7.26%
3 Years (annualized)
+5.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMBX 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

This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+0.12%
vs Peers
+1.78%

HCMBX Mutual Fund Performance

HCMBX performance across multiple time periods: 1-month -3.41%, YTD 1.90%, 1-year 7.26%, 3-year 5.17%.

HCMBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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