HOOCX Mutual Fund

HOOCX Mutual Fund

NAV$31.86
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Returns Overview

1 Month
-2.30%
3 Months
+4.95%
6 Months
+10.94%
YTD
+16.06%
1 Year
+27.34%
3 Years (annualized)
+10.56%
5 Years (annualized)
+5.05%
10 Years (annualized)
+8.28%

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)
+16.06%
Peer Avg (YTD)
+15.31%
vs Peers
+0.75%

HOOCX Mutual Fund Performance

HOOCX performance across multiple time periods: 1-month -2.30%, YTD 16.06%, 1-year 27.34%, 3-year 10.56%, 5-year 5.05%, 10-year 8.28%.

HOOCX returns outperform the peer average of 15.31% 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.