HCBRX Mutual Fund

NAV$8.68

Returns Overview

1 Month
+0.29%
3 Months
+0.79%
6 Months
+0.85%
YTD
+0.85%
1 Year
+3.97%
3 Years (annualized)
+4.26%
5 Years (annualized)
+0.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCBRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+3.23%
vs Peers
-2.37%

HCBRX Mutual Fund Performance

HCBRX performance across multiple time periods: 1-month 0.29%, YTD 0.85%, 1-year 3.97%, 3-year 4.26%, 5-year 0.10%.

HCBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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