HMEAX Mutual Fund

HMEAX Mutual Fund

NAV$19.36
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Returns Overview

1 Month
+0.29%
3 Months
+1.01%
6 Months
+2.02%
YTD
+2.74%
1 Year
+4.09%
3 Years (annualized)
+5.83%
5 Years (annualized)
+5.01%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMEAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.74%
Peer Avg (YTD)
+5.40%
vs Peers
-2.66%

HMEAX Mutual Fund Performance

HMEAX performance across multiple time periods: 1-month 0.29%, YTD 2.74%, 1-year 4.09%, 3-year 5.83%, 5-year 5.01%, 10-year 6.38%.

HMEAX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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