HOOCX Mutual Fund

HOOCX Mutual Fund

NAV$30.15
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Returns Overview

1 Month
-3.19%
3 Months
-3.66%
6 Months
+14.14%
YTD
+14.45%
1 Year
+20.19%
3 Years (annualized)
+12.32%
5 Years (annualized)
+5.12%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.45%
Peer Avg (YTD)
+10.34%
vs Peers
+4.10%

HOOCX Mutual Fund Performance

HOOCX performance across multiple time periods: 1-month -3.19%, YTD 14.45%, 1-year 20.19%, 3-year 12.32%, 5-year 5.12%, 10-year 8.28%.

HOOCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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