HNCAX Mutual Fund

HNCAX Mutual Fund

NAV$23.43
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Returns Overview

1 Month
+2.68%
3 Months
+23.02%
6 Months
+14.61%
YTD
+12.60%
1 Year
+22.87%
3 Years (annualized)
+16.85%
5 Years (annualized)
+4.99%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCAX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+8.97%
vs Peers
+3.63%

HNCAX Mutual Fund Performance

HNCAX performance across multiple time periods: 1-month 2.68%, YTD 12.60%, 1-year 22.87%, 3-year 16.85%, 5-year 4.99%, 10-year 9.54%.

HNCAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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