HCMNX Mutual Fund

NAV$23.86

Returns Overview

1 Month
-1.23%
3 Months
+11.39%
6 Months
+5.98%
YTD
+5.60%
1 Year
+21.78%
3 Years (annualized)
+20.79%
5 Years (annualized)
+14.06%
10 Years (annualized)
+15.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+9.51%
vs Peers
-3.91%

HCMNX Mutual Fund Performance

HCMNX performance across multiple time periods: 1-month -1.23%, YTD 5.60%, 1-year 21.78%, 3-year 20.79%, 5-year 14.06%, 10-year 15.27%.

HCMNX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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