HHCZX Mutual Fund

HHCZX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
-4.40%
3 Months
-6.08%
6 Months
-3.08%
YTD
-8.44%
1 Year
-5.97%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.16%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHCZX 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)
-8.44%
Peer Avg (YTD)
+5.40%
vs Peers
-13.84%

HHCZX Mutual Fund Performance

HHCZX performance across multiple time periods: 1-month -4.40%, YTD -8.44%, 1-year -5.97%, 3-year 3.47%, 5-year 0.16%, 10-year 3.83%.

HHCZX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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