HHCAX Mutual Fund

HHCAX Mutual Fund

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Returns Overview

1 Month
-4.41%
3 Months
-6.19%
6 Months
-3.25%
YTD
-8.67%
1 Year
-6.30%
3 Years (annualized)
+3.09%
5 Years (annualized)
-0.19%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHCAX 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)
-8.67%
Peer Avg (YTD)
+5.40%
vs Peers
-14.08%

HHCAX Mutual Fund Performance

HHCAX performance across multiple time periods: 1-month -4.41%, YTD -8.67%, 1-year -6.30%, 3-year 3.09%, 5-year -0.19%, 10-year 3.44%.

HHCAX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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