HHCAX Mutual Fund

HHCAX Mutual Fund

NAV$16.14
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Returns Overview

1 Month
-1.79%
3 Months
+0.63%
6 Months
-5.25%
YTD
-4.40%
1 Year
-1.79%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.50%
10 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHCAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.40%
Peer Avg (YTD)
+2.39%
vs Peers
-6.79%

HHCAX Mutual Fund Performance

HHCAX performance across multiple time periods: 1-month -1.79%, YTD -4.40%, 1-year -1.79%, 3-year 3.60%, 5-year 0.50%, 10-year 3.43%.

HHCAX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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