HNCVX Mutual Fund

HNCVX Mutual Fund

NAV$15.36
See how much of HNCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.82%
3 Months
-0.48%
6 Months
+9.11%
YTD
+14.23%
1 Year
+24.30%
3 Years (annualized)
+16.58%
5 Years (annualized)
+7.75%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+13.29%
vs Peers
+0.94%

HNCVX Mutual Fund Performance

HNCVX performance across multiple time periods: 1-month -5.82%, YTD 14.23%, 1-year 24.30%, 3-year 16.58%, 5-year 7.75%, 10-year 9.42%.

HNCVX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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