HEOIX Mutual Fund

HEOIX Mutual Fund

NAV$20.18
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Returns Overview

1 Month
-5.32%
3 Months
-1.72%
6 Months
+7.37%
YTD
+12.78%
1 Year
+18.18%
3 Years (annualized)
+11.76%
5 Years (annualized)
+6.93%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOIX 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)
+12.78%
Peer Avg (YTD)
+9.42%
vs Peers
+3.36%

HEOIX Mutual Fund Performance

HEOIX performance across multiple time periods: 1-month -5.32%, YTD 12.78%, 1-year 18.18%, 3-year 11.76%, 5-year 6.93%, 10-year 11.29%.

HEOIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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