HCMEX Mutual Fund

HCMEX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
+1.34%
3 Months
-1.40%
6 Months
+17.59%
YTD
+9.94%
1 Year
+12.18%
3 Years (annualized)
+16.18%
5 Years (annualized)
+6.82%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+4.96%
vs Peers
+4.98%

HCMEX Mutual Fund Performance

HCMEX performance across multiple time periods: 1-month 1.34%, YTD 9.94%, 1-year 12.18%, 3-year 16.18%, 5-year 6.82%.

HCMEX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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