HCMIX Mutual Fund

NAV$37.85

Returns Overview

1 Month
-1.16%
3 Months
+23.52%
6 Months
+11.00%
YTD
+11.29%
1 Year
+29.45%
3 Years (annualized)
+26.30%
5 Years (annualized)
+13.43%
10 Years (annualized)
+20.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMIX 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)
+11.29%
Peer Avg (YTD)
+8.97%
vs Peers
+2.32%

HCMIX Mutual Fund Performance

HCMIX performance across multiple time periods: 1-month -1.16%, YTD 11.29%, 1-year 29.45%, 3-year 26.30%, 5-year 13.43%, 10-year 20.74%.

HCMIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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