HCYIX Mutual Fund

HCYIX Mutual Fund

NAV$18.34
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Returns Overview

1 Month
-1.86%
3 Months
-0.52%
6 Months
+3.86%
YTD
+2.19%
1 Year
+4.15%
3 Years (annualized)
+9.21%
5 Years (annualized)
+4.16%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCYIX 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 Intermediate US Government/Credit Bond Index
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+4.96%
vs Peers
-2.77%

HCYIX Mutual Fund Performance

HCYIX performance across multiple time periods: 1-month -1.86%, YTD 2.19%, 1-year 4.15%, 3-year 9.21%, 5-year 4.16%, 10-year 5.44%.

HCYIX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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