HCMKX Mutual Fund

HCMKX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-6.38%
3 Months
+1.69%
6 Months
+3.10%
YTD
+3.96%
1 Year
+12.86%
3 Years (annualized)
+13.27%
5 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMKX 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
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🏦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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+5.54%
vs Peers
-1.58%

HCMKX Mutual Fund Performance

HCMKX performance across multiple time periods: 1-month -6.38%, YTD 3.96%, 1-year 12.86%, 3-year 13.27%, 5-year 5.70%.

HCMKX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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