HMXAX Mutual Fund

HMXAX Mutual Fund

NAV$29.99
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Returns Overview

1 Month
-1.77%
3 Months
-1.74%
6 Months
+3.49%
YTD
+6.64%
1 Year
+4.50%
3 Years (annualized)
+10.80%
5 Years (annualized)
+5.06%
10 Years (annualized)
+7.21%

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)
+6.64%
Peer Avg (YTD)
+3.99%
vs Peers
+2.65%

HMXAX Mutual Fund Performance

HMXAX performance across multiple time periods: 1-month -1.77%, YTD 6.64%, 1-year 4.50%, 3-year 10.80%, 5-year 5.06%, 10-year 7.21%.

HMXAX returns outperform the peer average of 3.99% YTD. With an expense ratio of 2.32%, 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.