HMECX Mutual Fund

NAV$18.82

Returns Overview

1 Month
+0.27%
3 Months
-0.42%
6 Months
-0.95%
YTD
-0.58%
1 Year
+4.02%
3 Years (annualized)
+5.63%
5 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMECX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+3.47%
vs Peers
-4.05%

HMECX Mutual Fund Performance

HMECX performance across multiple time periods: 1-month 0.27%, YTD -0.58%, 1-year 4.02%, 3-year 5.63%, 5-year 4.31%.

HMECX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.90%, investors should weigh costs against performance when evaluating this mutual fund.

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