HCMUX Mutual Fund

HCMUX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
-2.83%
3 Months
-4.19%
6 Months
-4.10%
YTD
-2.18%
1 Year
-2.94%
3 Years (annualized)
+6.00%

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
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

This Mutual Fund (YTD)
-2.18%
Peer Avg (YTD)
+1.93%
vs Peers
-4.11%

HCMUX Mutual Fund Performance

HCMUX performance across multiple time periods: 1-month -2.83%, YTD -2.18%, 1-year -2.94%, 3-year 6.00%.

HCMUX returns trail the peer average of 1.93% 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.