HEMZX Mutual Fund

NAV$7.11

Returns Overview

1 Month
-1.52%
3 Months
+0.28%
6 Months
-10.63%
YTD
-11.73%
1 Year
-7.52%
3 Years (annualized)
-0.78%
5 Years (annualized)
-7.36%
10 Years (annualized)
+0.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEMZX 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 Markets Index (net)
This Mutual Fund (YTD)
-11.73%
Peer Avg (YTD)
+23.08%
vs Peers
-34.80%

HEMZX Mutual Fund Performance

HEMZX performance across multiple time periods: 1-month -1.52%, YTD -11.73%, 1-year -7.52%, 3-year -0.78%, 5-year -7.36%, 10-year 0.26%.

HEMZX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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