HEIFX Mutual Fund

NAV$14.09

Returns Overview

1 Month
+1.16%
3 Months
+6.65%
6 Months
+7.38%
YTD
+7.05%
1 Year
+23.00%
3 Years (annualized)
+16.29%
5 Years (annualized)
+9.07%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEIFX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+5.87%
vs Peers
+1.19%

HEIFX Mutual Fund Performance

HEIFX performance across multiple time periods: 1-month 1.16%, YTD 7.05%, 1-year 23.00%, 3-year 16.29%, 5-year 9.07%, 10-year 9.14%.

HEIFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

HEIFX performance comparison shows side-by-side returns with another fund. HEIFX alternatives are available in the Mutual Fund Screener.