HCXSX Mutual Fund

HCXSX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
+1.78%
3 Months
+2.09%
6 Months
+4.62%
YTD
+4.62%
1 Year
+7.48%
3 Years (annualized)
+4.76%
5 Years (annualized)
+1.15%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCXSX 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
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🏦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 Corporate Index
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+2.93%
vs Peers
+1.69%

HCXSX Mutual Fund Performance

HCXSX performance across multiple time periods: 1-month 1.78%, YTD 4.62%, 1-year 7.48%, 3-year 4.76%, 5-year 1.15%, 10-year 3.37%.

HCXSX returns outperform the peer average of 2.93% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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