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NexPoint Event Driven Fund Class A HHCAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | HHCAX | Replication |
|---|---|---|
| Annualized growth | 0.7% | 5.3% |
| Annualized volatility | 8.4% | 5.2% |
| Sharpe ratio | 0.12 | 1.02 |
| Maximum drawdown | 15.8% | 11.8% |
| Replication fit (R²) | 0.30 · Tracking error 7.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model HHCAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCSH | FI · Short Corp | 42.7% |
| ICVT | FI · Convertibles | 21.1% |
| WTMF | Alternatives · Mgt Futures | 19.6% |
| XLV | Sector · Healthcare | 12.5% |
| IAU | Alternatives · Gold | 4.1% |