HHCCX Mutual Fund

NAV$14.25

Returns Overview

1 Month
-2.06%
3 Months
+0.99%
6 Months
-7.65%
YTD
-4.94%
1 Year
+0.97%
3 Years (annualized)
+4.35%
5 Years (annualized)
-2.55%
10 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHCCX 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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.94%
Peer Avg (YTD)
+3.47%
vs Peers
-8.41%

HHCCX Mutual Fund Performance

HHCCX performance across multiple time periods: 1-month -2.06%, YTD -4.94%, 1-year 0.97%, 3-year 4.35%, 5-year -2.55%, 10-year 3.11%.

HHCCX returns trail the peer average of 3.47% YTD. With an expense ratio of 3.30%, investors should weigh costs against performance when evaluating this mutual fund.

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