HMCLX Mutual Fund

HMCLX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-2.06%
3 Months
-2.92%
6 Months
+9.57%
YTD
+11.72%
1 Year
+17.69%
3 Years (annualized)
+13.41%
5 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMCLX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+6.72%
vs Peers
+5.00%

HMCLX Mutual Fund Performance

HMCLX performance across multiple time periods: 1-month -2.06%, YTD 11.72%, 1-year 17.69%, 3-year 13.41%, 5-year 6.97%.

HMCLX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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