HCMSX Mutual Fund

NAV$36.63

Returns Overview

1 Month
-1.18%
3 Months
+23.42%
6 Months
+10.86%
YTD
+11.15%
1 Year
+29.10%
3 Years (annualized)
+26.00%
5 Years (annualized)
+13.17%
10 Years (annualized)
+20.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

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%

HCMSX Mutual Fund Performance

HCMSX performance across multiple time periods: 1-month -1.18%, YTD 11.15%, 1-year 29.10%, 3-year 26.00%, 5-year 13.17%, 10-year 20.00%.

HCMSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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