HMECX Mutual Fund

HMECX Mutual Fund

NAV$18.87
See how much of HMECX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
+0.72%
6 Months
+1.49%
YTD
+1.76%
1 Year
+4.08%
3 Years (annualized)
+5.60%
5 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMECX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+2.39%
vs Peers
-0.63%

HMECX Mutual Fund Performance

HMECX performance across multiple time periods: 1-month 0.37%, YTD 1.76%, 1-year 4.08%, 3-year 5.60%, 5-year 4.30%.

HMECX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.90%, investors should weigh costs against performance when evaluating this mutual fund.

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