HCMPX Mutual Fund

HCMPX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
+3.61%
3 Months
+0.45%
6 Months
+5.94%
YTD
+7.07%
1 Year
+15.82%
3 Years (annualized)
+22.22%
5 Years (annualized)
+13.35%
10 Years (annualized)
+15.57%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+11.21%
vs Peers
-4.14%

HCMPX Mutual Fund Performance

HCMPX performance across multiple time periods: 1-month 3.61%, YTD 7.07%, 1-year 15.82%, 3-year 22.22%, 5-year 13.35%, 10-year 15.57%.

HCMPX returns trail the peer average of 11.21% 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.