HCVYX Mutual Fund

HCVYX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-0.72%
3 Months
+1.22%
6 Months
+2.82%
YTD
+3.77%
1 Year
+9.30%
3 Years (annualized)
+9.05%
5 Years (annualized)
+3.67%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCVYX 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)
+3.77%
Peer Avg (YTD)
+3.39%
vs Peers
+0.38%

HCVYX Mutual Fund Performance

HCVYX performance across multiple time periods: 1-month -0.72%, YTD 3.77%, 1-year 9.30%, 3-year 9.05%, 5-year 3.67%, 10-year 5.11%.

HCVYX 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.

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