HCMGX Mutual Fund

HCMGX Mutual Fund

NAV$36.20
See how much of HCMGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.13%
3 Months
+1.85%
6 Months
+1.08%
YTD
+2.12%
1 Year
+14.02%
3 Years (annualized)
+16.97%
5 Years (annualized)
+8.13%
10 Years (annualized)
+16.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMGX 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)
+2.12%
Peer Avg (YTD)
+6.23%
vs Peers
-4.11%

HCMGX Mutual Fund Performance

HCMGX performance across multiple time periods: 1-month -8.13%, YTD 2.12%, 1-year 14.02%, 3-year 16.97%, 5-year 8.13%, 10-year 16.51%.

HCMGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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