HCPSX Mutual Fund

NAV$96.19

Returns Overview

1 Month
+9.44%
3 Months
+11.69%
6 Months
+2.14%
YTD
+1.46%
1 Year
+23.41%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.47%
10 Years (annualized)
+10.75%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Health Care Select Sector Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+3.47%
vs Peers
-2.01%

HCPSX Mutual Fund Performance

HCPSX performance across multiple time periods: 1-month 9.44%, YTD 1.46%, 1-year 23.41%, 3-year 5.39%, 5-year 2.47%, 10-year 10.75%.

HCPSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.76%, investors should weigh costs against performance when evaluating this mutual fund.

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