HNCVX Mutual Fund

HNCVX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
-0.79%
3 Months
-6.81%
6 Months
+9.31%
YTD
+11.05%
1 Year
+16.58%
3 Years (annualized)
+17.75%
5 Years (annualized)
+7.54%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNCVX 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)
+11.05%
Peer Avg (YTD)
+10.47%
vs Peers
+0.58%

HNCVX Mutual Fund Performance

HNCVX performance across multiple time periods: 1-month -0.79%, YTD 11.05%, 1-year 16.58%, 3-year 17.75%, 5-year 7.54%, 10-year 9.64%.

HNCVX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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