HCMKX Mutual Fund

NAV$19.64
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Returns Overview

1 Month
-0.25%
3 Months
+19.01%
6 Months
+10.86%
YTD
+11.04%
1 Year
+23.65%
3 Years (annualized)
+20.37%
5 Years (annualized)
+9.10%

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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+5.87%
vs Peers
+5.18%

HCMKX Mutual Fund Performance

HCMKX performance across multiple time periods: 1-month -0.25%, YTD 11.04%, 1-year 23.65%, 3-year 20.37%, 5-year 9.10%.

HCMKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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