HEMAX Mutual Fund

NAV$10.43

Returns Overview

1 Month
+5.94%
3 Months
+11.89%
6 Months
+12.62%
YTD
+12.87%
1 Year
+11.44%
3 Years (annualized)
+5.82%
5 Years (annualized)
+3.61%
10 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.87%
Peer Avg (YTD)
+12.18%
vs Peers
+0.69%

HEMAX Mutual Fund Performance

HEMAX performance across multiple time periods: 1-month 5.94%, YTD 12.87%, 1-year 11.44%, 3-year 5.82%, 5-year 3.61%, 10-year 2.78%.

HEMAX returns outperform the peer average of 12.18% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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