HEMCX Mutual Fund

NAV$9.97

Returns Overview

1 Month
+5.88%
3 Months
+11.74%
6 Months
+12.24%
YTD
+12.37%
1 Year
+10.61%
3 Years (annualized)
+5.04%
5 Years (annualized)
+2.83%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMCX 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)
+12.37%
Peer Avg (YTD)
+12.18%
vs Peers
+0.20%

HEMCX Mutual Fund Performance

HEMCX performance across multiple time periods: 1-month 5.88%, YTD 12.37%, 1-year 10.61%, 3-year 5.04%, 5-year 2.83%, 10-year 2.01%.

HEMCX returns outperform the peer average of 12.18% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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