HMCRX Mutual Fund

HMCRX Mutual Fund

NAV$18.04
See how much of HMCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.10%
3 Months
+1.46%
6 Months
+2.91%
YTD
+14.20%
1 Year
+20.85%
3 Years (annualized)
+16.89%
5 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+8.01%
vs Peers
+6.19%

HMCRX Mutual Fund Performance

HMCRX performance across multiple time periods: 1-month 2.10%, YTD 14.20%, 1-year 20.85%, 3-year 16.89%, 5-year 6.85%.

HMCRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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