HEQCX Mutual Fund

HEQCX Mutual Fund

NAV$6.12
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Returns Overview

1 Month
+1.67%
3 Months
+3.37%
6 Months
+6.95%
YTD
+11.65%
1 Year
+20.16%
3 Years (annualized)
+12.70%
5 Years (annualized)
+9.39%
10 Years (annualized)
+11.47%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+9.54%
vs Peers
+2.11%

HEQCX Mutual Fund Performance

HEQCX performance across multiple time periods: 1-month 1.67%, YTD 11.65%, 1-year 20.16%, 3-year 12.70%, 5-year 9.39%, 10-year 11.47%.

HEQCX returns outperform the peer average of 9.54% 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.