HCYIX Mutual Fund

HCYIX Mutual Fund

NAV$18.69
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Returns Overview

1 Month
+0.52%
3 Months
+1.89%
6 Months
+2.20%
YTD
+3.26%
1 Year
+8.13%
3 Years (annualized)
+8.64%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCYIX 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)
+3.26%
Peer Avg (YTD)
+5.54%
vs Peers
-2.28%

HCYIX Mutual Fund Performance

HCYIX performance across multiple time periods: 1-month 0.52%, YTD 3.26%, 1-year 8.13%, 3-year 8.64%, 5-year 4.27%, 10-year 5.40%.

HCYIX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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