HMEZX Mutual Fund

HMEZX Mutual Fund

NAV$19.86
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Returns Overview

1 Month
+0.30%
3 Months
+1.00%
6 Months
+1.93%
YTD
+3.32%
1 Year
+4.32%
3 Years (annualized)
+5.96%
5 Years (annualized)
+5.45%
10 Years (annualized)
+6.88%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+3.99%
vs Peers
-0.67%

HMEZX Mutual Fund Performance

HMEZX performance across multiple time periods: 1-month 0.30%, YTD 3.32%, 1-year 4.32%, 3-year 5.96%, 5-year 5.45%, 10-year 6.88%.

HMEZX returns trail the peer average of 3.99% 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.