HCVAX Mutual Fund

HCVAX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
-0.80%
3 Months
+1.14%
6 Months
+2.65%
YTD
+3.60%
1 Year
+8.99%
3 Years (annualized)
+8.88%
5 Years (annualized)
+3.57%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCVAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+3.39%
vs Peers
+0.21%

HCVAX Mutual Fund Performance

HCVAX performance across multiple time periods: 1-month -0.80%, YTD 3.60%, 1-year 8.99%, 3-year 8.88%, 5-year 3.57%, 10-year 5.06%.

HCVAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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