HEMRX Mutual Fund

NAV$10.29

Returns Overview

1 Month
+5.98%
3 Months
+11.98%
6 Months
+12.84%
YTD
+13.09%
1 Year
+11.85%
3 Years (annualized)
+6.16%
5 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMRX 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)
+13.09%
Peer Avg (YTD)
+12.18%
vs Peers
+0.91%

HEMRX Mutual Fund Performance

HEMRX performance across multiple time periods: 1-month 5.98%, YTD 13.09%, 1-year 11.85%, 3-year 6.16%, 5-year 3.93%.

HEMRX returns outperform the peer average of 12.18% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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