HCMBX Mutual Fund

HCMBX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
-2.83%
3 Months
-4.19%
6 Months
-4.28%
YTD
-2.37%
1 Year
-3.19%
3 Years (annualized)
+5.72%

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
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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

This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
+1.93%
vs Peers
-4.30%

HCMBX Mutual Fund Performance

HCMBX performance across multiple time periods: 1-month -2.83%, YTD -2.37%, 1-year -3.19%, 3-year 5.72%.

HCMBX returns trail the peer average of 1.93% 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.