HUMEX Mutual Fund

NAV$20.97

Returns Overview

1 Month
+6.53%
3 Months
+14.35%
6 Months
+17.00%
YTD
+15.18%
1 Year
+33.21%
3 Years (annualized)
+15.80%
5 Years (annualized)
+7.53%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUMEX 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
Bloomberg US 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+10.82%
vs Peers
+4.36%

HUMEX Mutual Fund Performance

HUMEX performance across multiple time periods: 1-month 6.53%, YTD 15.18%, 1-year 33.21%, 3-year 15.80%, 5-year 7.53%, 10-year 9.10%.

HUMEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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