HCMSX Mutual Fund

HCMSX Mutual Fund

NAV$39.28
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Returns Overview

1 Month
+5.07%
3 Months
-4.60%
6 Months
+11.05%
YTD
+7.30%
1 Year
+18.24%
3 Years (annualized)
+19.99%
5 Years (annualized)
+8.13%
10 Years (annualized)
+17.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMSX 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
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📉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)
+7.30%
Peer Avg (YTD)
+8.51%
vs Peers
-1.21%

HCMSX Mutual Fund Performance

HCMSX performance across multiple time periods: 1-month 5.07%, YTD 7.30%, 1-year 18.24%, 3-year 19.99%, 5-year 8.13%, 10-year 17.05%.

HCMSX returns trail the peer average of 8.51% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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