HCYAX Mutual Fund

NAV$18.37

Returns Overview

1 Month
-0.33%
3 Months
+0.88%
6 Months
-0.97%
YTD
+0.33%
1 Year
+8.24%
3 Years (annualized)
+8.55%
5 Years (annualized)
+4.33%
10 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCYAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Intermediate US Government/Credit Bond Index
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+5.87%
vs Peers
-5.54%

HCYAX Mutual Fund Performance

HCYAX performance across multiple time periods: 1-month -0.33%, YTD 0.33%, 1-year 8.24%, 3-year 8.55%, 5-year 4.33%, 10-year 5.20%.

HCYAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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