HMXCX Mutual Fund

NAV$29.75

Returns Overview

1 Month
-1.72%
3 Months
+11.52%
6 Months
+7.21%
YTD
+7.17%
1 Year
+16.47%
3 Years (annualized)
+8.82%
5 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMXCX 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

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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)
+7.17%
Peer Avg (YTD)
+3.47%
vs Peers
+3.70%

HMXCX Mutual Fund Performance

HMXCX performance across multiple time periods: 1-month -1.72%, YTD 7.17%, 1-year 16.47%, 3-year 8.82%, 5-year 5.88%.

HMXCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.03%, investors should weigh costs against performance when evaluating this mutual fund.

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