HEQFX Mutual Fund

HEQFX Mutual Fund

NAV$5.21
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Returns Overview

1 Month
+1.55%
3 Months
+2.99%
6 Months
+6.56%
YTD
+11.32%
1 Year
+19.56%
3 Years (annualized)
+11.07%
5 Years (annualized)
+8.23%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEQFX 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)
+11.32%
Peer Avg (YTD)
+9.54%
vs Peers
+1.78%

HEQFX Mutual Fund Performance

HEQFX performance across multiple time periods: 1-month 1.55%, YTD 11.32%, 1-year 19.56%, 3-year 11.07%, 5-year 8.23%, 10-year 9.59%.

HEQFX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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