HCMPX Mutual Fund

HCMPX Mutual Fund

NAV$21.63
See how much of HCMPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.79%
3 Months
+3.14%
6 Months
+1.19%
YTD
+3.34%
1 Year
+15.52%
3 Years (annualized)
+12.92%
5 Years (annualized)
+8.05%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+9.41%
vs Peers
-6.07%

HCMPX Mutual Fund Performance

HCMPX performance across multiple time periods: 1-month -1.79%, YTD 3.34%, 1-year 15.52%, 3-year 12.92%, 5-year 8.05%, 10-year 12.43%.

HCMPX returns trail the peer average of 9.41% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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