HMXCX Mutual Fund

HMXCX Mutual Fund

NAV$27.45
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Returns Overview

1 Month
-1.84%
3 Months
-1.94%
6 Months
+3.11%
YTD
+6.00%
1 Year
+3.70%
3 Years (annualized)
+9.97%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.48%

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
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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)
+6.00%
Peer Avg (YTD)
+3.99%
vs Peers
+2.01%

HMXCX Mutual Fund Performance

HMXCX performance across multiple time periods: 1-month -1.84%, YTD 6.00%, 1-year 3.70%, 3-year 9.97%, 5-year 4.27%, 10-year 6.48%.

HMXCX returns outperform the peer average of 3.99% YTD. With an expense ratio of 3.07%, investors should weigh costs against performance when evaluating this mutual fund.

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