HCAYX Mutual Fund

HCAYX Mutual Fund

NAV$63.15
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Returns Overview

1 Month
+0.17%
3 Months
+2.36%
6 Months
+5.15%
YTD
+9.08%
1 Year
+9.75%
3 Years (annualized)
+18.83%
5 Years (annualized)
+7.75%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCAYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.08%
Peer Avg (YTD)
+10.80%
vs Peers
-1.72%

HCAYX Mutual Fund Performance

HCAYX performance across multiple time periods: 1-month 0.17%, YTD 9.08%, 1-year 9.75%, 3-year 18.83%, 5-year 7.75%, 10-year 12.19%.

HCAYX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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