HCVIX Mutual Fund

HCVIX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+0.97%
3 Months
+0.32%
6 Months
+2.63%
YTD
+4.69%
1 Year
+8.24%
3 Years (annualized)
+6.66%
5 Years (annualized)
+0.45%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCVIX 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)
+4.69%
Peer Avg (YTD)
+3.78%
vs Peers
+0.91%

HCVIX Mutual Fund Performance

HCVIX performance across multiple time periods: 1-month 0.97%, YTD 4.69%, 1-year 8.24%, 3-year 6.66%, 5-year 0.45%, 10-year 2.35%.

HCVIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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