HBMCX Mutual Fund

HBMCX Mutual Fund

NAV$19.97
See how much of HBMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
-1.72%
6 Months
+16.49%
YTD
+8.69%
1 Year
+6.38%
3 Years (annualized)
+15.05%
5 Years (annualized)
+4.90%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBMCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+6.72%
vs Peers
+1.97%

HBMCX Mutual Fund Performance

HBMCX performance across multiple time periods: 1-month -1.09%, YTD 8.69%, 1-year 6.38%, 3-year 15.05%, 5-year 4.90%, 10-year 16.48%.

HBMCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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