HNCYX Mutual Fund

HNCYX Mutual Fund

NAV$24.48
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Returns Overview

1 Month
+2.73%
3 Months
+23.13%
6 Months
+14.79%
YTD
+12.77%
1 Year
+23.28%
3 Years (annualized)
+17.26%
5 Years (annualized)
+5.35%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCYX 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)
+12.77%
Peer Avg (YTD)
+8.97%
vs Peers
+3.80%

HNCYX Mutual Fund Performance

HNCYX performance across multiple time periods: 1-month 2.73%, YTD 12.77%, 1-year 23.28%, 3-year 17.26%, 5-year 5.35%, 10-year 9.59%.

HNCYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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