HCMFX Mutual Fund

HCMFX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
+0.47%
3 Months
-2.90%
6 Months
-0.19%
YTD
+2.00%
1 Year
+5.52%
3 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMFX 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)
+2.00%
Peer Avg (YTD)
+2.15%
vs Peers
-0.15%

HCMFX Mutual Fund Performance

HCMFX performance across multiple time periods: 1-month 0.47%, YTD 2.00%, 1-year 5.52%, 3-year 5.23%.

HCMFX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.97%, investors should weigh costs against performance when evaluating this mutual fund.

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