HCYIX Mutual Fund

NAV$18.40

Returns Overview

1 Month
-0.33%
3 Months
+0.88%
6 Months
-0.97%
YTD
+0.38%
1 Year
+8.49%
3 Years (annualized)
+8.81%
5 Years (annualized)
+4.58%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCYIX 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)
+0.38%
Peer Avg (YTD)
+5.87%
vs Peers
-5.48%

HCYIX Mutual Fund Performance

HCYIX performance across multiple time periods: 1-month -0.33%, YTD 0.38%, 1-year 8.49%, 3-year 8.81%, 5-year 4.58%, 10-year 5.47%.

HCYIX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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