HCMQX Mutual Fund

HCMQX Mutual Fund

NAV$23.43
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Returns Overview

1 Month
-0.42%
3 Months
+1.37%
6 Months
+4.83%
YTD
+5.35%
1 Year
+5.43%
3 Years (annualized)
+20.37%
5 Years (annualized)
+8.11%
10 Years (annualized)
+13.58%

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)
+5.35%
Peer Avg (YTD)
+9.28%
vs Peers
-3.93%

HCMQX Mutual Fund Performance

HCMQX performance across multiple time periods: 1-month -0.42%, YTD 5.35%, 1-year 5.43%, 3-year 20.37%, 5-year 8.11%, 10-year 13.58%.

HCMQX returns trail the peer average of 9.28% 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.