HCMEX Mutual Fund

HCMEX Mutual Fund

NAV$20.95
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Returns Overview

1 Month
+3.86%
3 Months
-2.89%
6 Months
+9.91%
YTD
+8.49%
1 Year
+16.56%
3 Years (annualized)
+16.18%
5 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+6.28%
vs Peers
+2.21%

HCMEX Mutual Fund Performance

HCMEX performance across multiple time periods: 1-month 3.86%, YTD 8.49%, 1-year 16.56%, 3-year 16.18%, 5-year 6.82%.

HCMEX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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