HCSRX Mutual Fund

HCSRX Mutual Fund

NAV$18.04
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Returns Overview

1 Month
+2.60%
3 Months
+1.68%
6 Months
+11.06%
YTD
+13.06%
1 Year
+20.01%
3 Years (annualized)
+20.89%
5 Years (annualized)
+17.68%
10 Years (annualized)
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCSRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+6.28%
vs Peers
+6.77%

HCSRX Mutual Fund Performance

HCSRX performance across multiple time periods: 1-month 2.60%, YTD 13.06%, 1-year 20.01%, 3-year 20.89%, 5-year 17.68%, 10-year 15.83%.

HCSRX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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