HOOCX Mutual Fund

HOOCX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
+4.34%
3 Months
+2.89%
6 Months
+7.98%
YTD
+19.41%
1 Year
+23.96%
3 Years (annualized)
+18.74%
5 Years (annualized)
+4.88%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.41%
Peer Avg (YTD)
+12.21%
vs Peers
+7.21%

HOOCX Mutual Fund Performance

HOOCX performance across multiple time periods: 1-month 4.34%, YTD 19.41%, 1-year 23.96%, 3-year 18.74%, 5-year 4.88%, 10-year 8.74%.

HOOCX returns outperform the peer average of 12.21% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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