HEQCX Mutual Fund

HEQCX Mutual Fund

NAV$5.75
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Returns Overview

1 Month
+0.66%
3 Months
+3.88%
6 Months
+5.43%
YTD
+12.38%
1 Year
+15.34%
3 Years (annualized)
+13.03%
5 Years (annualized)
+8.73%
10 Years (annualized)
+10.11%

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)
+12.38%
Peer Avg (YTD)
+9.89%
vs Peers
+2.49%

HEQCX Mutual Fund Performance

HEQCX performance across multiple time periods: 1-month 0.66%, YTD 12.38%, 1-year 15.34%, 3-year 13.03%, 5-year 8.73%, 10-year 10.11%.

HEQCX returns outperform the peer average of 9.89% 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.