HNCVX Mutual Fund

HNCVX Mutual Fund

NAV$14.01
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Returns Overview

1 Month
-4.61%
3 Months
-5.61%
6 Months
-6.06%
YTD
+7.82%
1 Year
+6.81%
3 Years (annualized)
+18.06%
5 Years (annualized)
+6.12%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+6.65%
vs Peers
+1.17%

HNCVX Mutual Fund Performance

HNCVX performance across multiple time periods: 1-month -4.61%, YTD 7.82%, 1-year 6.81%, 3-year 18.06%, 5-year 6.12%, 10-year 9.10%.

HNCVX returns outperform the peer average of 6.65% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

HNCVX vs another fund shows side-by-side returns. HNCVX alternatives are available in the Mutual Fund Screener.