HMEZX Mutual Fund

HMEZX Mutual Fund

NAV$19.82
See how much of HMEZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
+0.97%
6 Months
+2.45%
YTD
+2.71%
1 Year
+5.01%
3 Years (annualized)
+5.79%
5 Years (annualized)
+4.65%
10 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMEZX 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)
+2.71%
Peer Avg (YTD)
+4.75%
vs Peers
-2.04%

HMEZX Mutual Fund Performance

HMEZX performance across multiple time periods: 1-month 0.40%, YTD 2.71%, 1-year 5.01%, 3-year 5.79%, 5-year 4.65%, 10-year 5.77%.

HMEZX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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