HMXAX Mutual Fund

HMXAX Mutual Fund

NAV$31.13
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Returns Overview

1 Month
+0.91%
3 Months
+5.33%
6 Months
+8.45%
YTD
+8.53%
1 Year
+14.60%
3 Years (annualized)
+9.25%
5 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMXAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+2.39%
vs Peers
+6.14%

HMXAX Mutual Fund Performance

HMXAX performance across multiple time periods: 1-month 0.91%, YTD 8.53%, 1-year 14.60%, 3-year 9.25%, 5-year 5.68%.

HMXAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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