HNCTX Mutual Fund

HNCTX Mutual Fund

NAV$24.79
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Returns Overview

1 Month
-6.77%
3 Months
+2.85%
6 Months
+3.11%
YTD
+7.00%
1 Year
+18.64%
3 Years (annualized)
+13.43%
5 Years (annualized)
+4.01%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCTX 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)
+7.00%
Peer Avg (YTD)
+6.23%
vs Peers
+0.77%

HNCTX Mutual Fund Performance

HNCTX performance across multiple time periods: 1-month -6.77%, YTD 7.00%, 1-year 18.64%, 3-year 13.43%, 5-year 4.01%, 10-year 8.44%.

HNCTX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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