HEQFX Mutual Fund

HEQFX Mutual Fund

NAV$5.16
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Returns Overview

1 Month
+3.03%
3 Months
-2.46%
6 Months
+0.46%
YTD
+8.58%
1 Year
+13.12%
3 Years (annualized)
+15.01%
5 Years (annualized)
+7.62%
10 Years (annualized)
+9.62%

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)
+8.58%
Peer Avg (YTD)
+8.01%
vs Peers
+0.57%

HEQFX Mutual Fund Performance

HEQFX performance across multiple time periods: 1-month 3.03%, YTD 8.58%, 1-year 13.12%, 3-year 15.01%, 5-year 7.62%, 10-year 9.62%.

HEQFX returns outperform the peer average of 8.01% 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.