HCMZX Mutual Fund

HCMZX Mutual Fund

NAV$23.42
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Returns Overview

1 Month
+3.71%
3 Months
+0.68%
6 Months
+6.35%
YTD
+7.65%
1 Year
+17.00%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.81%
10 Years (annualized)
+13.67%

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)
+7.65%
Peer Avg (YTD)
+11.21%
vs Peers
-3.56%

HCMZX Mutual Fund Performance

HCMZX performance across multiple time periods: 1-month 3.71%, YTD 7.65%, 1-year 17.00%, 3-year 16.52%, 5-year 8.81%, 10-year 13.67%.

HCMZX returns trail the peer average of 11.21% 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.