HCPCX Mutual Fund

HCPCX Mutual Fund

NAV$52.65
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Returns Overview

1 Month
-1.01%
3 Months
+2.42%
6 Months
+5.15%
YTD
+5.78%
1 Year
+14.71%
3 Years (annualized)
+14.30%
5 Years (annualized)
+8.31%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCPCX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+9.41%
vs Peers
-3.63%

HCPCX Mutual Fund Performance

HCPCX performance across multiple time periods: 1-month -1.01%, YTD 5.78%, 1-year 14.71%, 3-year 14.30%, 5-year 8.31%, 10-year 11.72%.

HCPCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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