HCMDX Mutual Fund

NAV$33.26

Returns Overview

1 Month
-1.24%
3 Months
+23.22%
6 Months
+10.46%
YTD
+10.78%
1 Year
+28.14%
3 Years (annualized)
+25.37%
5 Years (annualized)
+12.50%
10 Years (annualized)
+19.80%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+8.97%
vs Peers
+1.81%

HCMDX Mutual Fund Performance

HCMDX performance across multiple time periods: 1-month -1.24%, YTD 10.78%, 1-year 28.14%, 3-year 25.37%, 5-year 12.50%, 10-year 19.80%.

HCMDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.73%, investors should weigh costs against performance when evaluating this mutual fund.

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