HCMPX Mutual Fund

NAV$22.15

Returns Overview

1 Month
-1.27%
3 Months
+11.21%
6 Months
+5.64%
YTD
+5.23%
1 Year
+20.89%
3 Years (annualized)
+22.08%
5 Years (annualized)
+14.50%
10 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMPX 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)
+5.23%
Peer Avg (YTD)
+9.51%
vs Peers
-4.28%

HCMPX Mutual Fund Performance

HCMPX performance across multiple time periods: 1-month -1.27%, YTD 5.23%, 1-year 20.89%, 3-year 22.08%, 5-year 14.50%, 10-year 16.13%.

HCMPX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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