HEQFX Mutual Fund

HEQFX Mutual Fund

NAV$5.38
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Returns Overview

1 Month
+1.41%
3 Months
+7.78%
6 Months
+10.55%
YTD
+9.61%
1 Year
+19.71%
3 Years (annualized)
+12.20%
5 Years (annualized)
+11.00%
10 Years (annualized)
+11.22%

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
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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)
+9.61%
Peer Avg (YTD)
+10.82%
vs Peers
-1.20%

HEQFX Mutual Fund Performance

HEQFX performance across multiple time periods: 1-month 1.41%, YTD 9.61%, 1-year 19.71%, 3-year 12.20%, 5-year 11.00%, 10-year 11.22%.

HEQFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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