HMCRX Mutual Fund

HMCRX Mutual Fund

NAV$17.81
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Returns Overview

1 Month
+1.41%
3 Months
+3.15%
6 Months
+4.83%
YTD
+15.60%
1 Year
+20.54%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.04%

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
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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)
+15.60%
Peer Avg (YTD)
+9.89%
vs Peers
+5.71%

HMCRX Mutual Fund Performance

HMCRX performance across multiple time periods: 1-month 1.41%, YTD 15.60%, 1-year 20.54%, 3-year 13.47%, 5-year 7.04%.

HMCRX returns outperform the peer average of 9.89% 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.