HCMDX Mutual Fund

HCMDX Mutual Fund

NAV$35.42
See how much of HCMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.98%
3 Months
-4.80%
6 Months
+10.63%
YTD
+6.78%
1 Year
+17.38%
3 Years (annualized)
+19.09%
5 Years (annualized)
+7.32%
10 Years (annualized)
+16.19%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+8.51%
vs Peers
-1.73%

HCMDX Mutual Fund Performance

HCMDX performance across multiple time periods: 1-month 4.98%, YTD 6.78%, 1-year 17.38%, 3-year 19.09%, 5-year 7.32%, 10-year 16.19%.

HCMDX returns trail the peer average of 8.51% 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.