HEIIX Mutual Fund

NAV$13.42

Returns Overview

1 Month
+1.19%
3 Months
+6.72%
6 Months
+7.51%
YTD
+7.25%
1 Year
+24.92%
3 Years (annualized)
+17.16%
5 Years (annualized)
+9.66%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEIIX 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)
+7.25%
Peer Avg (YTD)
+5.87%
vs Peers
+1.39%

HEIIX Mutual Fund Performance

HEIIX performance across multiple time periods: 1-month 1.19%, YTD 7.25%, 1-year 24.92%, 3-year 17.16%, 5-year 9.66%, 10-year 9.65%.

HEIIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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