HBMCX Mutual Fund

HBMCX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-5.27%
3 Months
-5.45%
6 Months
-6.95%
YTD
-3.49%
1 Year
-6.21%
3 Years (annualized)
+6.68%
5 Years (annualized)
-2.43%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBMCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.49%
Peer Avg (YTD)
+10.76%
vs Peers
-14.25%

HBMCX Mutual Fund Performance

HBMCX performance across multiple time periods: 1-month -5.27%, YTD -3.49%, 1-year -6.21%, 3-year 6.68%, 5-year -2.43%, 10-year 7.02%.

HBMCX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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