HLMEX Mutual Fund

HLMEX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
-1.64%
3 Months
+2.44%
6 Months
+8.15%
YTD
+14.22%
1 Year
+96.72%
3 Years (annualized)
+29.82%
5 Years (annualized)
+10.69%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMEX 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)
+14.22%
Peer Avg (YTD)
+17.66%
vs Peers
-3.43%

HLMEX Mutual Fund Performance

HLMEX performance across multiple time periods: 1-month -1.64%, YTD 14.22%, 1-year 96.72%, 3-year 29.82%, 5-year 10.69%, 10-year 10.08%.

HLMEX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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