HCMAX Mutual Fund

HCMAX Mutual Fund

NAV$29.13
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Returns Overview

1 Month
-6.34%
3 Months
+4.31%
6 Months
+10.30%
YTD
+8.11%
1 Year
+12.09%
3 Years (annualized)
+13.65%
5 Years (annualized)
+8.07%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMAX 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
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+10.00%
vs Peers
-1.89%

HCMAX Mutual Fund Performance

HCMAX performance across multiple time periods: 1-month -6.34%, YTD 8.11%, 1-year 12.09%, 3-year 13.65%, 5-year 8.07%, 10-year 12.08%.

HCMAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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