HCVCX Mutual Fund

HCVCX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
-2.18%
3 Months
-2.18%
6 Months
+3.33%
YTD
+1.68%
1 Year
+0.75%
3 Years (annualized)
+6.61%
5 Years (annualized)
+0.41%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCVCX 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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+2.46%
vs Peers
-0.78%

HCVCX Mutual Fund Performance

HCVCX performance across multiple time periods: 1-month -2.18%, YTD 1.68%, 1-year 0.75%, 3-year 6.61%, 5-year 0.41%, 10-year 2.42%.

HCVCX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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