HMCRX Mutual Fund

HMCRX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
-2.00%
3 Months
-2.86%
6 Months
+9.63%
YTD
+11.85%
1 Year
+17.83%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMCRX 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)
+11.85%
Peer Avg (YTD)
+6.72%
vs Peers
+5.13%

HMCRX Mutual Fund Performance

HMCRX performance across multiple time periods: 1-month -2.00%, YTD 11.85%, 1-year 17.83%, 3-year 13.47%, 5-year 7.04%.

HMCRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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