HCMUX Mutual Fund

HCMUX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
-3.33%
3 Months
+0.09%
6 Months
+0.47%
YTD
+2.09%
1 Year
+7.54%
3 Years (annualized)
+5.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMUX 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

This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+0.12%
vs Peers
+1.97%

HCMUX Mutual Fund Performance

HCMUX performance across multiple time periods: 1-month -3.33%, YTD 2.09%, 1-year 7.54%, 3-year 5.45%.

HCMUX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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