HEORX Mutual Fund

NAV$20.67

Returns Overview

1 Month
-0.33%
3 Months
+17.17%
6 Months
+18.82%
YTD
+17.10%
1 Year
+33.09%
3 Years (annualized)
+15.88%
5 Years (annualized)
+9.23%
10 Years (annualized)
+12.74%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+17.10%
Peer Avg (YTD)
+9.13%
vs Peers
+7.97%

HEORX Mutual Fund Performance

HEORX performance across multiple time periods: 1-month -0.33%, YTD 17.10%, 1-year 33.09%, 3-year 15.88%, 5-year 9.23%, 10-year 12.74%.

HEORX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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