HCMQX Mutual Fund

HCMQX Mutual Fund

NAV$24.18
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Returns Overview

1 Month
-1.69%
3 Months
+3.41%
6 Months
+1.70%
YTD
+3.92%
1 Year
+16.66%
3 Years (annualized)
+14.05%
5 Years (annualized)
+9.15%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMQX 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)
+3.92%
Peer Avg (YTD)
+9.41%
vs Peers
-5.49%

HCMQX Mutual Fund Performance

HCMQX performance across multiple time periods: 1-month -1.69%, YTD 3.92%, 1-year 16.66%, 3-year 14.05%, 5-year 9.15%, 10-year 13.50%.

HCMQX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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