HCYAX Mutual Fund

HCYAX Mutual Fund

NAV$18.34
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Returns Overview

1 Month
+1.61%
3 Months
+0.51%
6 Months
+2.35%
YTD
+3.61%
1 Year
+5.00%
3 Years (annualized)
+9.64%
5 Years (annualized)
+3.66%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCYAX 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 Intermediate US Government/Credit Bond Index
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+5.30%
vs Peers
-1.70%

HCYAX Mutual Fund Performance

HCYAX performance across multiple time periods: 1-month 1.61%, YTD 3.61%, 1-year 5.00%, 3-year 9.64%, 5-year 3.66%, 10-year 5.23%.

HCYAX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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