HCPIX Mutual Fund

NAV$107.28

Returns Overview

1 Month
+3.35%
3 Months
-10.34%
6 Months
-8.59%
YTD
-6.90%
1 Year
+16.85%
3 Years
+5.36%
5 Years
+2.45%
10 Years
+10.76%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HCPIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Health Care Select Sector Index(NA)
This Mutual Fund (YTD)
-6.90%
Peer Avg (YTD)
+4.57%
vs Peers
-11.47%

HCPIX Mutual Fund Performance

HCPIX performance across multiple time periods: 1-month 3.35%, YTD -6.90%, 1-year 16.85%, 3-year 5.36%, 5-year 2.45%, 10-year 10.76%.

HCPIX returns trail the peer average of 4.57% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

HCPIX performance comparison shows side-by-side returns with another fund. HCPIX alternatives are available in the Mutual Fund Screener.