HCPSX Mutual Fund

HCPSX Mutual Fund

NAV$99.05
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Returns Overview

1 Month
+3.16%
3 Months
+16.58%
6 Months
+5.89%
YTD
+4.67%
1 Year
+34.57%
3 Years (annualized)
+6.15%
5 Years (annualized)
+1.79%
10 Years (annualized)
+9.12%

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)
+4.67%
Peer Avg (YTD)
+2.39%
vs Peers
+2.28%

HCPSX Mutual Fund Performance

HCPSX performance across multiple time periods: 1-month 3.16%, YTD 4.67%, 1-year 34.57%, 3-year 6.15%, 5-year 1.79%, 10-year 9.12%.

HCPSX returns outperform the peer average of 2.39% 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.