HMXCX Mutual Fund

HMXCX Mutual Fund

NAV$29.51
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Returns Overview

1 Month
+0.86%
3 Months
+5.15%
6 Months
+8.05%
YTD
+8.09%
1 Year
+13.76%
3 Years (annualized)
+8.43%
5 Years (annualized)
+5.89%

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)
+8.09%
Peer Avg (YTD)
+2.39%
vs Peers
+5.71%

HMXCX Mutual Fund Performance

HMXCX performance across multiple time periods: 1-month 0.86%, YTD 8.09%, 1-year 13.76%, 3-year 8.43%, 5-year 5.89%.

HMXCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.03%, 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.