HMCRX Mutual Fund

NAV$18.43

Returns Overview

1 Month
+4.07%
3 Months
+12.86%
6 Months
+16.62%
YTD
+15.15%
1 Year
+27.33%
3 Years (annualized)
+13.94%
5 Years (annualized)
+7.89%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+10.82%
vs Peers
+4.33%

HMCRX Mutual Fund Performance

HMCRX performance across multiple time periods: 1-month 4.07%, YTD 15.15%, 1-year 27.33%, 3-year 13.94%, 5-year 7.89%.

HMCRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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