HCMEX Mutual Fund

NAV$19.44

Returns Overview

1 Month
-0.19%
3 Months
+19.25%
6 Months
+11.32%
YTD
+11.50%
1 Year
+24.58%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCMEX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+5.87%
vs Peers
+5.63%

HCMEX Mutual Fund Performance

HCMEX performance across multiple time periods: 1-month -0.19%, YTD 11.50%, 1-year 24.58%, 3-year 17.92%, 5-year 8.04%.

HCMEX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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