HCVAX Mutual Fund

HCVAX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
-2.08%
3 Months
-2.00%
6 Months
+3.73%
YTD
+2.34%
1 Year
+4.03%
3 Years (annualized)
+9.65%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCVAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+2.46%
vs Peers
-0.11%

HCVAX Mutual Fund Performance

HCVAX performance across multiple time periods: 1-month -2.08%, YTD 2.34%, 1-year 4.03%, 3-year 9.65%, 5-year 3.60%, 10-year 5.14%.

HCVAX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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