HMXAX Mutual Fund

NAV$31.45
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Returns Overview

1 Month
-1.63%
3 Months
+11.73%
6 Months
+7.63%
YTD
+7.55%
1 Year
+17.37%
3 Years (annualized)
+9.63%
5 Years (annualized)
+5.67%

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
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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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+3.47%
vs Peers
+4.08%

HMXAX Mutual Fund Performance

HMXAX performance across multiple time periods: 1-month -1.63%, YTD 7.55%, 1-year 17.37%, 3-year 9.63%, 5-year 5.67%.

HMXAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.28%, investors should weigh costs against performance when evaluating this mutual fund.

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