HMXIX Mutual Fund

HMXIX Mutual Fund

NAV$32.78
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Returns Overview

1 Month
-0.22%
3 Months
+0.98%
6 Months
+12.93%
YTD
+8.77%
1 Year
+9.66%
3 Years (annualized)
+9.84%
5 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMXIX 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
PROUpgrade to run
🏦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)
+8.77%
Peer Avg (YTD)
+5.40%
vs Peers
+3.37%

HMXIX Mutual Fund Performance

HMXIX performance across multiple time periods: 1-month -0.22%, YTD 8.77%, 1-year 9.66%, 3-year 9.84%, 5-year 5.78%.

HMXIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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