HNCUX Mutual Fund

HNCUX Mutual Fund

NAV$23.79
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Returns Overview

1 Month
-1.70%
3 Months
-5.22%
6 Months
+16.68%
YTD
+6.94%
1 Year
+11.67%
3 Years (annualized)
+17.31%
5 Years (annualized)
+4.30%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCUX 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)
+6.94%
Peer Avg (YTD)
+8.68%
vs Peers
-1.74%

HNCUX Mutual Fund Performance

HNCUX performance across multiple time periods: 1-month -1.70%, YTD 6.94%, 1-year 11.67%, 3-year 17.31%, 5-year 4.30%, 10-year 8.54%.

HNCUX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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