HCVYX Mutual Fund

HCVYX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+0.16%
3 Months
+5.94%
6 Months
+4.78%
YTD
+4.52%
1 Year
+10.37%

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)
+4.52%
Peer Avg (YTD)
+4.14%
vs Peers
+0.38%

HCVYX Mutual Fund Performance

HCVYX performance across multiple time periods: 1-month 0.16%, YTD 4.52%, 1-year 10.37%.

HCVYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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