HCSBX Mutual Fund

HCSBX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+0.41%
3 Months
+0.22%
6 Months
-0.15%
YTD
+0.92%
1 Year
+1.65%
3 Years (annualized)
+2.81%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCSBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bank of America Merrill Lynch 1-3 Year Municipal Bond Index(^BML3YMUB)
This Mutual Fund (YTD)
+0.92%
Peer Avg (YTD)
+0.15%
vs Peers
+0.77%

HCSBX Mutual Fund Performance

HCSBX performance across multiple time periods: 1-month 0.41%, YTD 0.92%, 1-year 1.65%, 3-year 2.81%, 5-year 1.13%, 10-year 1.21%.

HCSBX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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