HCMEX Mutual Fund

HCMEX Mutual Fund

NAV$19.97
See how much of HCMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.31%
3 Months
+1.89%
6 Months
+3.51%
YTD
+4.46%
1 Year
+13.75%
3 Years (annualized)
+14.12%
5 Years (annualized)
+6.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.46%
Peer Avg (YTD)
+5.54%
vs Peers
-1.08%

HCMEX Mutual Fund Performance

HCMEX performance across multiple time periods: 1-month -6.31%, YTD 4.46%, 1-year 13.75%, 3-year 14.12%, 5-year 6.50%.

HCMEX returns trail the peer average of 5.54% 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.