HHCZX Mutual Fund

HHCZX Mutual Fund

NAV$17.11
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Returns Overview

1 Month
-1.75%
3 Months
+0.72%
6 Months
-5.08%
YTD
-4.22%
1 Year
-1.47%
3 Years (annualized)
+3.96%
5 Years (annualized)
+0.85%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHCZX 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)
-4.22%
Peer Avg (YTD)
+2.39%
vs Peers
-6.61%

HHCZX Mutual Fund Performance

HHCZX performance across multiple time periods: 1-month -1.75%, YTD -4.22%, 1-year -1.47%, 3-year 3.96%, 5-year 0.85%, 10-year 3.80%.

HHCZX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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