HEMSX Mutual Fund

HEMSX Mutual Fund

NAV$10.55
See how much of HEMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.86%
3 Months
+11.85%
6 Months
+12.57%
YTD
+12.81%
1 Year
+11.39%
3 Years (annualized)
+5.67%
5 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMSX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.81%
Peer Avg (YTD)
+12.18%
vs Peers
+0.63%

HEMSX Mutual Fund Performance

HEMSX performance across multiple time periods: 1-month 5.86%, YTD 12.81%, 1-year 11.39%, 3-year 5.67%, 5-year 3.45%.

HEMSX returns outperform the peer average of 12.18% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

HEMSX vs another fund shows side-by-side returns. HEMSX alternatives are available in the Mutual Fund Screener.