HCIII Mutual Fund

HCIII Mutual Fund

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Returns Overview

1 Month
-2.89%
3 Months
-3.17%
6 Months
-2.33%
YTD
-4.55%
1 Year
-4.68%
3 Years (annualized)
+3.33%
5 Years (annualized)
-0.95%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCIII 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-4.55%
Peer Avg (YTD)
+0.50%
vs Peers
-5.05%

HCIII Mutual Fund Performance

HCIII performance across multiple time periods: 1-month -2.89%, YTD -4.55%, 1-year -4.68%, 3-year 3.33%, 5-year -0.95%, 10-year 5.42%.

HCIII returns trail the peer average of 0.50% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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