HEORX Mutual Fund

HEORX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
-0.10%
3 Months
-5.81%
6 Months
+3.00%
YTD
+12.28%
1 Year
+16.37%
3 Years (annualized)
+13.06%
5 Years (annualized)
+4.79%
10 Years (annualized)
+10.49%

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
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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)
+12.28%
Peer Avg (YTD)
+10.17%
vs Peers
+2.11%

HEORX Mutual Fund Performance

HEORX performance across multiple time periods: 1-month -0.10%, YTD 12.28%, 1-year 16.37%, 3-year 13.06%, 5-year 4.79%, 10-year 10.49%.

HEORX returns outperform the peer average of 10.17% 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.