HCEMX Mutual Fund

NAV$26.47

Returns Overview

1 Month
-5.09%
3 Months
+0.91%
6 Months
+9.02%
YTD
+14.34%
1 Year
+44.13%
3 Years (annualized)
+23.02%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCEMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+14.34%
Peer Avg (YTD)
+21.71%
vs Peers
-7.37%

HCEMX Mutual Fund Performance

HCEMX performance across multiple time periods: 1-month -5.09%, YTD 14.34%, 1-year 44.13%, 3-year 23.02%, 5-year 7.55%, 10-year 10.23%.

HCEMX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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