HEORX Mutual Fund

HEORX Mutual Fund

NAV$20.04
See how much of HEORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.41%
3 Months
-1.92%
6 Months
+7.03%
YTD
+12.39%
1 Year
+17.53%
3 Years (annualized)
+11.16%
5 Years (annualized)
+5.51%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEORX 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)
+12.39%
Peer Avg (YTD)
+9.42%
vs Peers
+2.97%

HEORX Mutual Fund Performance

HEORX performance across multiple time periods: 1-month -5.41%, YTD 12.39%, 1-year 17.53%, 3-year 11.16%, 5-year 5.51%, 10-year 10.55%.

HEORX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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