HCMLX Mutual Fund

HCMLX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
-6.28%
3 Months
+1.98%
6 Months
+3.66%
YTD
+4.60%
1 Year
+14.06%
3 Years (annualized)
+14.46%
5 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMLX 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)
+4.60%
Peer Avg (YTD)
+5.54%
vs Peers
-0.94%

HCMLX Mutual Fund Performance

HCMLX performance across multiple time periods: 1-month -6.28%, YTD 4.60%, 1-year 14.06%, 3-year 14.46%, 5-year 6.80%.

HCMLX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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