HCMWX Mutual Fund

HCMWX Mutual Fund

NAV$23.49
See how much of HCMWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.70%
3 Months
+0.59%
6 Months
+6.24%
YTD
+7.48%
1 Year
+16.47%
3 Years (annualized)
+16.18%
5 Years (annualized)
+8.56%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMWX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.48%
Peer Avg (YTD)
+11.21%
vs Peers
-3.73%

HCMWX Mutual Fund Performance

HCMWX performance across multiple time periods: 1-month 3.70%, YTD 7.48%, 1-year 16.47%, 3-year 16.18%, 5-year 8.56%, 10-year 12.74%.

HCMWX returns trail the peer average of 11.21% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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