HEMZX Mutual Fund

HEMZX Mutual Fund

NAV$7.38
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Returns Overview

1 Month
-4.69%
3 Months
-0.56%
6 Months
-0.28%
YTD
-12.22%
1 Year
-10.86%
3 Years (annualized)
+1.51%
5 Years (annualized)
-5.19%
10 Years (annualized)
+0.28%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
-12.22%
Peer Avg (YTD)
+20.48%
vs Peers
-32.71%

HEMZX Mutual Fund Performance

HEMZX performance across multiple time periods: 1-month -4.69%, YTD -12.22%, 1-year -10.86%, 3-year 1.51%, 5-year -5.19%, 10-year 0.28%.

HEMZX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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