HNCCX Mutual Fund

HNCCX Mutual Fund

NAV$20.01
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Returns Overview

1 Month
-1.77%
3 Months
-5.49%
6 Months
+15.97%
YTD
+6.00%
1 Year
+10.35%
3 Years (annualized)
+15.91%
5 Years (annualized)
+3.05%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCCX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+8.68%
vs Peers
-2.68%

HNCCX Mutual Fund Performance

HNCCX performance across multiple time periods: 1-month -1.77%, YTD 6.00%, 1-year 10.35%, 3-year 15.91%, 5-year 3.05%, 10-year 7.62%.

HNCCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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