HCVIX Mutual Fund

HCVIX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-0.80%
3 Months
+1.14%
6 Months
+2.74%
YTD
+3.68%
1 Year
+9.21%
3 Years (annualized)
+9.14%
5 Years (annualized)
+3.82%
10 Years (annualized)
+5.32%

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
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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)
+3.68%
Peer Avg (YTD)
+3.39%
vs Peers
+0.29%

HCVIX Mutual Fund Performance

HCVIX performance across multiple time periods: 1-month -0.80%, YTD 3.68%, 1-year 9.21%, 3-year 9.14%, 5-year 3.82%, 10-year 5.32%.

HCVIX returns outperform the peer average of 3.39% 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.