HEQ ETF

HEQ ETF
$11.68
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Returns Overview

1 Month
+1.35%
3 Months
+3.13%
6 Months
+6.84%
YTD
+9.19%
1 Year
+19.03%
3 Years (annualized)
+13.07%
5 Years (annualized)
+9.04%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HEQ 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 ACWI Index(MSEUACWF)
This ETF (YTD)
+9.19%
Peer Avg (YTD)
+11.12%
vs Peers
-1.93%

HEQ ETF Performance

HEQ performance across multiple time periods: 1-month 1.35%, YTD 9.19%, 1-year 19.03%, 3-year 13.07%, 5-year 9.04%, 10-year 12.41%.

HEQ returns trail the peer average of 11.12% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this ETF.

HEQ vs another fund shows side-by-side returns. HEQ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.35%N/A
3 Months+3.13%N/A
6 Months+6.84%N/A
1 Year+19.03%N/A
3 Years+13.07%N/A
5 Years+9.04%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized