HMEAX Mutual Fund

HMEAX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
+0.41%
3 Months
+0.90%
6 Months
+1.86%
YTD
+2.12%
1 Year
+4.77%
3 Years (annualized)
+6.34%
5 Years (annualized)
+4.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMEAX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+2.39%
vs Peers
-0.26%

HMEAX Mutual Fund Performance

HMEAX performance across multiple time periods: 1-month 0.41%, YTD 2.12%, 1-year 4.77%, 3-year 6.34%, 5-year 4.99%.

HMEAX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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