HLEMX Mutual Fund

NAV$23.45

Returns Overview

1 Month
-0.94%
3 Months
+7.09%
6 Months
+18.04%
YTD
+26.68%
1 Year
+24.03%
3 Years (annualized)
+9.74%
5 Years (annualized)
+0.60%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLEMX 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 Markets Net Return Index(.dMIEF00000NUS)
This Mutual Fund (YTD)
+26.68%
Peer Avg (YTD)
+26.27%
vs Peers
+0.41%

HLEMX Mutual Fund Performance

HLEMX performance across multiple time periods: 1-month -0.94%, YTD 26.68%, 1-year 24.03%, 3-year 9.74%, 5-year 0.60%, 10-year 4.89%.

HLEMX returns outperform the peer average of 26.27% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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