HEMZX Mutual Fund

HEMZX Mutual Fund

NAV$7.42
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Returns Overview

1 Month
+4.06%
3 Months
+0.68%
6 Months
-9.38%
YTD
-7.00%
1 Year
-0.22%
3 Years (annualized)
-0.55%
5 Years (annualized)
-5.12%
10 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMZX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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 Markets Index (net)
This Mutual Fund (YTD)
-7.00%
Peer Avg (YTD)
+17.66%
vs Peers
-24.66%

HEMZX Mutual Fund Performance

HEMZX performance across multiple time periods: 1-month 4.06%, YTD -7.00%, 1-year -0.22%, 3-year -0.55%, 5-year -5.12%, 10-year 0.40%.

HEMZX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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