HLMEX Mutual Fund

NAV$12.32

Returns Overview

1 Month
-2.69%
3 Months
+0.49%
6 Months
+6.67%
YTD
+11.59%
1 Year
+101.74%
3 Years (annualized)
+32.16%
5 Years (annualized)
+9.79%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLMEX 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)
+11.59%
Peer Avg (YTD)
+23.08%
vs Peers
-11.48%

HLMEX Mutual Fund Performance

HLMEX performance across multiple time periods: 1-month -2.69%, YTD 11.59%, 1-year 101.74%, 3-year 32.16%, 5-year 9.79%, 10-year 10.69%.

HLMEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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