HMCRX Mutual Fund

HMCRX Mutual Fund

NAV$18.10
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Returns Overview

1 Month
-2.26%
3 Months
+1.43%
6 Months
+7.77%
YTD
+13.99%
1 Year
+22.79%
3 Years (annualized)
+11.94%
5 Years (annualized)
+7.05%

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)
+13.99%
Peer Avg (YTD)
+9.54%
vs Peers
+4.45%

HMCRX Mutual Fund Performance

HMCRX performance across multiple time periods: 1-month -2.26%, YTD 13.99%, 1-year 22.79%, 3-year 11.94%, 5-year 7.05%.

HMCRX returns outperform the peer average of 9.54% 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.