HCVFX Mutual Fund

HCVFX Mutual Fund

NAV$12.58
See how much of HCVFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.72%
3 Months
+1.22%
6 Months
+2.90%
YTD
+3.85%
1 Year
+9.41%
3 Years (annualized)
+8.33%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCVFX 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
PROUpgrade to run

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)
+3.85%
Peer Avg (YTD)
+3.39%
vs Peers
+0.46%

HCVFX Mutual Fund Performance

HCVFX performance across multiple time periods: 1-month -0.72%, YTD 3.85%, 1-year 9.41%, 3-year 8.33%, 5-year 3.96%, 10-year 5.41%.

HCVFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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