HNCUX Mutual Fund

HNCUX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
-6.74%
3 Months
+2.88%
6 Months
+3.23%
YTD
+7.11%
1 Year
+18.45%
3 Years (annualized)
+13.46%
5 Years (annualized)
+4.06%
10 Years (annualized)
+8.54%

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)
+7.11%
Peer Avg (YTD)
+6.23%
vs Peers
+0.88%

HNCUX Mutual Fund Performance

HNCUX performance across multiple time periods: 1-month -6.74%, YTD 7.11%, 1-year 18.45%, 3-year 13.46%, 5-year 4.06%, 10-year 8.54%.

HNCUX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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