HCMLX Mutual Fund

HCMLX Mutual Fund

NAV$20.91
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Returns Overview

1 Month
+3.89%
3 Months
-2.82%
6 Months
+10.02%
YTD
+8.66%
1 Year
+16.85%
3 Years (annualized)
+16.53%
5 Years (annualized)
+7.13%

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)
+8.66%
Peer Avg (YTD)
+6.28%
vs Peers
+2.38%

HCMLX Mutual Fund Performance

HCMLX performance across multiple time periods: 1-month 3.89%, YTD 8.66%, 1-year 16.85%, 3-year 16.53%, 5-year 7.13%.

HCMLX returns outperform the peer average of 6.28% 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.