HCESX Mutual Fund

NAV$17.82

Returns Overview

1 Month
+0.28%
3 Months
+3.73%
6 Months
+7.74%
YTD
+9.53%
1 Year
+22.25%
3 Years (annualized)
+18.77%
5 Years (annualized)
+10.60%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCESX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+9.16%
vs Peers
+0.36%

HCESX Mutual Fund Performance

HCESX performance across multiple time periods: 1-month 0.28%, YTD 9.53%, 1-year 22.25%, 3-year 18.77%, 5-year 10.60%, 10-year 12.33%.

HCESX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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