HEOYX Mutual Fund

HEOYX Mutual Fund

NAV$20.28
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Returns Overview

1 Month
-5.32%
3 Months
-1.74%
6 Months
+7.41%
YTD
+12.85%
1 Year
+18.28%
3 Years (annualized)
+11.86%
5 Years (annualized)
+6.14%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOYX 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)
+12.85%
Peer Avg (YTD)
+9.42%
vs Peers
+3.43%

HEOYX Mutual Fund Performance

HEOYX performance across multiple time periods: 1-month -5.32%, YTD 12.85%, 1-year 18.28%, 3-year 11.86%, 5-year 6.14%, 10-year 10.91%.

HEOYX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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