HEOFX Mutual Fund

HEOFX Mutual Fund

NAV$20.32
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Returns Overview

1 Month
-0.05%
3 Months
-5.65%
6 Months
+3.37%
YTD
+12.86%
1 Year
+17.19%
3 Years (annualized)
+13.89%
5 Years (annualized)
+5.52%
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
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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 (Net)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+10.17%
vs Peers
+2.69%

HEOFX Mutual Fund Performance

HEOFX performance across multiple time periods: 1-month -0.05%, YTD 12.86%, 1-year 17.19%, 3-year 13.89%, 5-year 5.52%, 10-year 10.98%.

HEOFX returns outperform the peer average of 10.17% 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.