HERAX Mutual Fund

NAV$14.88

Returns Overview

1 Month
-0.39%
3 Months
+20.47%
6 Months
+27.20%
YTD
+24.54%
1 Year
+47.34%
3 Years (annualized)
+26.65%
5 Years (annualized)
+9.87%
10 Years (annualized)
+11.15%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.54%
Peer Avg (YTD)
+23.08%
vs Peers
+1.46%

HERAX Mutual Fund Performance

HERAX performance across multiple time periods: 1-month -0.39%, YTD 24.54%, 1-year 47.34%, 3-year 26.65%, 5-year 9.87%, 10-year 11.15%.

HERAX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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