HCMGX Mutual Fund

NAV$36.62

Returns Overview

1 Month
-1.18%
3 Months
+23.43%
6 Months
+10.86%
YTD
+11.15%
1 Year
+29.11%
3 Years (annualized)
+26.01%
5 Years (annualized)
+12.80%
10 Years (annualized)
+19.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+8.97%
vs Peers
+2.18%

HCMGX Mutual Fund Performance

HCMGX performance across multiple time periods: 1-month -1.18%, YTD 11.15%, 1-year 29.11%, 3-year 26.01%, 5-year 12.80%, 10-year 19.45%.

HCMGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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