HCPSX Mutual Fund

HCPSX Mutual Fund

NAV$99.01
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Returns Overview

1 Month
+6.86%
3 Months
+20.64%
6 Months
+7.88%
YTD
+11.85%
1 Year
+33.60%
3 Years (annualized)
+9.09%
5 Years (annualized)
+2.44%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCPSX 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)
+11.85%
Peer Avg (YTD)
+4.75%
vs Peers
+7.10%

HCPSX Mutual Fund Performance

HCPSX performance across multiple time periods: 1-month 6.86%, YTD 11.85%, 1-year 33.60%, 3-year 9.09%, 5-year 2.44%, 10-year 10.44%.

HCPSX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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