HNCAX Mutual Fund

HNCAX Mutual Fund

NAV$21.43
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Returns Overview

1 Month
-6.82%
3 Months
-5.35%
6 Months
-2.70%
YTD
-0.64%
1 Year
-0.15%
3 Years (annualized)
+16.83%
5 Years (annualized)
+2.70%
10 Years (annualized)
+7.61%

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)
-0.64%
Peer Avg (YTD)
+5.23%
vs Peers
-5.88%

HNCAX Mutual Fund Performance

HNCAX performance across multiple time periods: 1-month -6.82%, YTD -0.64%, 1-year -0.15%, 3-year 16.83%, 5-year 2.70%, 10-year 7.61%.

HNCAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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