HCMIX Mutual Fund

HCMIX Mutual Fund

NAV$33.96
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Returns Overview

1 Month
-9.08%
3 Months
-1.10%
6 Months
+0.78%
YTD
+1.13%
1 Year
-3.03%
3 Years (annualized)
+22.57%
5 Years (annualized)
+6.62%
10 Years (annualized)
+16.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMIX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+5.14%
vs Peers
-4.01%

HCMIX Mutual Fund Performance

HCMIX performance across multiple time periods: 1-month -9.08%, YTD 1.13%, 1-year -3.03%, 3-year 22.57%, 5-year 6.62%, 10-year 16.57%.

HCMIX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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