HCMDX Mutual Fund

HCMDX Mutual Fund

NAV$32.86
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Returns Overview

1 Month
-8.19%
3 Months
+1.68%
6 Months
+0.74%
YTD
+1.71%
1 Year
+13.17%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.33%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMDX 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

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+6.23%
vs Peers
-4.52%

HCMDX Mutual Fund Performance

HCMDX performance across multiple time periods: 1-month -8.19%, YTD 1.71%, 1-year 13.17%, 3-year 16.10%, 5-year 7.33%, 10-year 15.63%.

HCMDX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.73%, investors should weigh costs against performance when evaluating this mutual fund.

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