HMXCX Mutual Fund

HMXCX Mutual Fund

NAV$30.17
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Returns Overview

1 Month
-0.31%
3 Months
+0.76%
6 Months
+12.37%
YTD
+7.98%
1 Year
+8.58%
3 Years (annualized)
+8.75%
5 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMXCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+5.40%
vs Peers
+2.58%

HMXCX Mutual Fund Performance

HMXCX performance across multiple time periods: 1-month -0.31%, YTD 7.98%, 1-year 8.58%, 3-year 8.75%, 5-year 4.73%.

HMXCX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.07%, investors should weigh costs against performance when evaluating this mutual fund.

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