HCMBX Mutual Fund

HCMBX Mutual Fund

NAV$10.50
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Returns Overview

1 Month
-1.94%
3 Months
-4.76%
6 Months
-0.09%
YTD
+0.47%
1 Year
+1.22%
3 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+0.50%
vs Peers
-0.03%

HCMBX Mutual Fund Performance

HCMBX performance across multiple time periods: 1-month -1.94%, YTD 0.47%, 1-year 1.22%, 3-year 5.91%.

HCMBX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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