HCMZX Mutual Fund

HCMZX Mutual Fund

NAV$24.09
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Returns Overview

1 Month
-1.23%
3 Months
+11.41%
6 Months
+6.00%
YTD
+5.61%
1 Year
+22.12%
3 Years (annualized)
+20.93%
5 Years (annualized)
+14.14%
10 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMZX 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)
+5.61%
Peer Avg (YTD)
+9.51%
vs Peers
-3.89%

HCMZX Mutual Fund Performance

HCMZX performance across multiple time periods: 1-month -1.23%, YTD 5.61%, 1-year 22.12%, 3-year 20.93%, 5-year 14.14%, 10-year 16.40%.

HCMZX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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