HEONX Mutual Fund

HEONX Mutual Fund

NAV$19.73
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Returns Overview

1 Month
-5.43%
3 Months
-2.01%
6 Months
+6.79%
YTD
+12.07%
1 Year
+16.95%
3 Years (annualized)
+10.59%
5 Years (annualized)
+4.93%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEONX 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)
+12.07%
Peer Avg (YTD)
+9.42%
vs Peers
+2.65%

HEONX Mutual Fund Performance

HEONX performance across multiple time periods: 1-month -5.43%, YTD 12.07%, 1-year 16.95%, 3-year 10.59%, 5-year 4.93%, 10-year 9.93%.

HEONX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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