HNCUX Mutual Fund

HNCUX Mutual Fund

NAV$24.59
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Returns Overview

1 Month
+2.72%
3 Months
+23.11%
6 Months
+14.85%
YTD
+12.83%
1 Year
+22.99%
3 Years (annualized)
+17.23%
5 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCUX 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)
+12.83%
Peer Avg (YTD)
+8.97%
vs Peers
+3.86%

HNCUX Mutual Fund Performance

HNCUX performance across multiple time periods: 1-month 2.72%, YTD 12.83%, 1-year 22.99%, 3-year 17.23%, 5-year 5.39%.

HNCUX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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