HERCX Mutual Fund

HERCX Mutual Fund

NAV$14.66
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Returns Overview

1 Month
-0.40%
3 Months
-1.97%
6 Months
+17.88%
YTD
+21.63%
1 Year
+28.13%
3 Years (annualized)
+23.74%
5 Years (annualized)
+9.08%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERCX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.63%
Peer Avg (YTD)
+20.48%
vs Peers
+1.15%

HERCX Mutual Fund Performance

HERCX performance across multiple time periods: 1-month -0.40%, YTD 21.63%, 1-year 28.13%, 3-year 23.74%, 5-year 9.08%, 10-year 9.14%.

HERCX returns outperform the peer average of 20.48% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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