HHCAX Mutual Fund

HHCAX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
-0.46%
3 Months
-4.91%
6 Months
-4.31%
YTD
-9.10%
1 Year
-15.13%
3 Years (annualized)
+1.42%
5 Years (annualized)
+0.77%
10 Years (annualized)
+2.92%

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)
-9.10%
Peer Avg (YTD)
+3.99%
vs Peers
-13.08%

HHCAX Mutual Fund Performance

HHCAX performance across multiple time periods: 1-month -0.46%, YTD -9.10%, 1-year -15.13%, 3-year 1.42%, 5-year 0.77%, 10-year 2.92%.

HHCAX returns trail the peer average of 3.99% 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.