HNCCX Mutual Fund

NAV$20.56

Returns Overview

1 Month
+2.60%
3 Months
+22.71%
6 Months
+14.11%
YTD
+12.16%
1 Year
+21.98%
3 Years (annualized)
+15.98%
5 Years (annualized)
+4.29%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+12.16%
Peer Avg (YTD)
+8.97%
vs Peers
+3.19%

HNCCX Mutual Fund Performance

HNCCX performance across multiple time periods: 1-month 2.60%, YTD 12.16%, 1-year 21.98%, 3-year 15.98%, 5-year 4.29%, 10-year 9.64%.

HNCCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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