HEMTX Mutual Fund

HEMTX Mutual Fund

NAV$10.49
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Returns Overview

1 Month
+6.00%
3 Months
+12.04%
6 Months
+12.77%
YTD
+13.02%
1 Year
+11.68%
3 Years (annualized)
+5.93%
5 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+12.18%
vs Peers
+0.84%

HEMTX Mutual Fund Performance

HEMTX performance across multiple time periods: 1-month 6.00%, YTD 13.02%, 1-year 11.68%, 3-year 5.93%, 5-year 3.70%.

HEMTX returns outperform the peer average of 12.18% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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