HCMQX Mutual Fund

HCMQX Mutual Fund

NAV$24.40
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Returns Overview

1 Month
-1.82%
3 Months
+0.08%
6 Months
+11.56%
YTD
+5.79%
1 Year
+9.17%
3 Years (annualized)
+21.18%
5 Years (annualized)
+11.52%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMQX 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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+9.91%
vs Peers
-4.11%

HCMQX Mutual Fund Performance

HCMQX performance across multiple time periods: 1-month -1.82%, YTD 5.79%, 1-year 9.17%, 3-year 21.18%, 5-year 11.52%, 10-year 14.78%.

HCMQX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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