HEIFX Mutual Fund

HEIFX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-0.14%
3 Months
+0.73%
6 Months
+4.31%
YTD
+6.90%
1 Year
+12.37%
3 Years (annualized)
+8.46%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.86%

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
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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 Index(SPX)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+5.54%
vs Peers
+1.36%

HEIFX Mutual Fund Performance

HEIFX performance across multiple time periods: 1-month -0.14%, YTD 6.90%, 1-year 12.37%, 3-year 8.46%, 5-year 4.75%, 10-year 6.86%.

HEIFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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