HCMUX Mutual Fund

NAV$10.68

Returns Overview

1 Month
-3.70%
3 Months
-0.19%
6 Months
-1.29%
YTD
+1.42%
1 Year
+12.78%
3 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMUX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+3.23%
vs Peers
-1.80%

HCMUX Mutual Fund Performance

HCMUX performance across multiple time periods: 1-month -3.70%, YTD 1.42%, 1-year 12.78%, 3-year 7.19%.

HCMUX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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