HUMEX Mutual Fund

HUMEX Mutual Fund

NAV$18.64
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Returns Overview

1 Month
+3.24%
3 Months
-6.46%
6 Months
-1.95%
YTD
+6.28%
1 Year
+16.19%
3 Years (annualized)
+13.44%
5 Years (annualized)
+6.58%
10 Years (annualized)
+7.52%

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
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📉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
Bloomberg US 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+8.01%
vs Peers
-1.73%

HUMEX Mutual Fund Performance

HUMEX performance across multiple time periods: 1-month 3.24%, YTD 6.28%, 1-year 16.19%, 3-year 13.44%, 5-year 6.58%, 10-year 7.52%.

HUMEX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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