HNCVX Mutual Fund

NAV$15.39

Returns Overview

1 Month
+0.07%
3 Months
+17.30%
6 Months
+21.30%
YTD
+19.16%
1 Year
+36.36%
3 Years (annualized)
+19.97%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.51%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+19.16%
Peer Avg (YTD)
+18.00%
vs Peers
+1.16%

HNCVX Mutual Fund Performance

HNCVX performance across multiple time periods: 1-month 0.07%, YTD 19.16%, 1-year 36.36%, 3-year 19.97%, 5-year 8.86%, 10-year 10.51%.

HNCVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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