HCMSX Mutual Fund

HCMSX Mutual Fund

NAV$35.52
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Returns Overview

1 Month
-8.13%
3 Months
+1.85%
6 Months
+1.08%
YTD
+2.12%
1 Year
+14.01%
3 Years (annualized)
+16.96%
5 Years (annualized)
+8.13%
10 Years (annualized)
+16.50%

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
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)
+2.12%
Peer Avg (YTD)
+6.23%
vs Peers
-4.12%

HCMSX Mutual Fund Performance

HCMSX performance across multiple time periods: 1-month -8.13%, YTD 2.12%, 1-year 14.01%, 3-year 16.96%, 5-year 8.13%, 10-year 16.50%.

HCMSX returns trail the peer average of 6.23% 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.