HMCLX Mutual Fund

HMCLX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
-2.31%
3 Months
+1.31%
6 Months
+7.65%
YTD
+13.86%
1 Year
+22.64%
3 Years (annualized)
+11.86%
5 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMCLX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.86%
Peer Avg (YTD)
+9.54%
vs Peers
+4.32%

HMCLX Mutual Fund Performance

HMCLX performance across multiple time periods: 1-month -2.31%, YTD 13.86%, 1-year 22.64%, 3-year 11.86%, 5-year 6.96%.

HMCLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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