HCAFX Mutual Fund

HCAFX Mutual Fund

NAV$49.57
See how much of HCAFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.23%
3 Months
+1.30%
6 Months
+15.65%
YTD
+8.96%
1 Year
+11.52%
3 Years (annualized)
+15.84%
5 Years (annualized)
+7.88%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCAFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+9.98%
vs Peers
-1.02%

HCAFX Mutual Fund Performance

HCAFX performance across multiple time periods: 1-month -0.23%, YTD 8.96%, 1-year 11.52%, 3-year 15.84%, 5-year 7.88%, 10-year 11.86%.

HCAFX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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