HEMIX Mutual Fund

NAV$10.44

Returns Overview

1 Month
+6.01%
3 Months
+12.06%
6 Months
+12.91%
YTD
+13.03%
1 Year
+11.85%
3 Years (annualized)
+6.11%
5 Years (annualized)
+3.89%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMIX 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)
+13.03%
Peer Avg (YTD)
+12.18%
vs Peers
+0.85%

HEMIX Mutual Fund Performance

HEMIX performance across multiple time periods: 1-month 6.01%, YTD 13.03%, 1-year 11.85%, 3-year 6.11%, 5-year 3.89%, 10-year 3.04%.

HEMIX returns outperform the peer average of 12.18% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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