HEQCX Mutual Fund

HEQCX Mutual Fund

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Returns Overview

1 Month
+2.96%
3 Months
-2.47%
6 Months
+0.82%
YTD
+8.89%
1 Year
+13.71%
3 Years (annualized)
+15.51%
5 Years (annualized)
+10.89%
10 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEQCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+8.01%
vs Peers
+0.88%

HEQCX Mutual Fund Performance

HEQCX performance across multiple time periods: 1-month 2.96%, YTD 8.89%, 1-year 13.71%, 3-year 15.51%, 5-year 10.89%, 10-year 11.59%.

HEQCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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