HEOFX Mutual Fund

HEOFX Mutual Fund

NAV$19.85
See how much of HEOFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.30%
3 Months
-1.72%
6 Months
+7.48%
YTD
+12.91%
1 Year
+18.39%
3 Years (annualized)
+11.98%
5 Years (annualized)
+6.25%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+9.42%
vs Peers
+3.49%

HEOFX Mutual Fund Performance

HEOFX performance across multiple time periods: 1-month -5.30%, YTD 12.91%, 1-year 18.39%, 3-year 11.98%, 5-year 6.25%, 10-year 10.98%.

HEOFX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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