HCPIX Mutual Fund

HCPIX Mutual Fund

NAV$124.89
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Returns Overview

1 Month
+6.94%
3 Months
+20.94%
6 Months
+8.43%
YTD
+12.60%
1 Year
+34.97%
3 Years (annualized)
+10.18%
5 Years (annualized)
+3.47%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCPIX 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 Health Care Select Sector Index
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+4.75%
vs Peers
+7.85%

HCPIX Mutual Fund Performance

HCPIX performance across multiple time periods: 1-month 6.94%, YTD 12.60%, 1-year 34.97%, 3-year 10.18%, 5-year 3.47%, 10-year 12.56%.

HCPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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