HERAX Mutual Fund

HERAX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
-8.61%
3 Months
-4.92%
6 Months
-4.14%
YTD
+11.83%
1 Year
+14.49%
3 Years (annualized)
+23.04%
5 Years (annualized)
+8.52%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERAX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+9.82%
vs Peers
+2.00%

HERAX Mutual Fund Performance

HERAX performance across multiple time periods: 1-month -8.61%, YTD 11.83%, 1-year 14.49%, 3-year 23.04%, 5-year 8.52%, 10-year 8.69%.

HERAX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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