HCKSX Mutual Fund

HCKSX Mutual Fund

NAV$11.00
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Returns Overview

1 Month
-2.17%
3 Months
-0.18%
6 Months
+8.91%
YTD
+5.39%
1 Year
+14.00%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.98%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCKSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+4.96%
vs Peers
+0.43%

HCKSX Mutual Fund Performance

HCKSX performance across multiple time periods: 1-month -2.17%, YTD 5.39%, 1-year 14.00%, 3-year 12.23%, 5-year 5.98%, 10-year 8.80%.

HCKSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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