HCMAX Mutual Fund

NAV$28.93

Returns Overview

1 Month
+3.84%
3 Months
+8.39%
6 Months
+6.44%
YTD
+8.56%
1 Year
+12.38%
3 Years (annualized)
+6.13%
5 Years (annualized)
+4.10%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMAX 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
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+9.49%
vs Peers
-0.93%

HCMAX Mutual Fund Performance

HCMAX performance across multiple time periods: 1-month 3.84%, YTD 8.56%, 1-year 12.38%, 3-year 6.13%, 5-year 4.10%, 10-year 10.48%.

HCMAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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