HCEMX Mutual Fund

HCEMX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
-8.19%
3 Months
-6.32%
6 Months
-4.18%
YTD
+8.90%
1 Year
+11.82%
3 Years (annualized)
+21.25%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCEMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+8.28%
vs Peers
+0.62%

HCEMX Mutual Fund Performance

HCEMX performance across multiple time periods: 1-month -8.19%, YTD 8.90%, 1-year 11.82%, 3-year 21.25%, 5-year 6.62%, 10-year 8.06%.

HCEMX returns outperform the peer average of 8.28% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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