MHCAX Mutual Fund

MHCAX Mutual Fund

NAV$5.01
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Returns Overview

1 Month
-2.26%
3 Months
-1.69%
6 Months
+0.08%
YTD
-0.04%
1 Year
+0.93%
3 Years (annualized)
+6.83%
5 Years (annualized)
+3.70%
10 Years (annualized)
+4.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHCAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+0.50%
vs Peers
-0.54%

MHCAX Mutual Fund Performance

MHCAX performance across multiple time periods: 1-month -2.26%, YTD -0.04%, 1-year 0.93%, 3-year 6.83%, 5-year 3.70%, 10-year 4.69%.

MHCAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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