HERAX Mutual Fund

HERAX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
-5.56%
3 Months
+0.83%
6 Months
+10.84%
YTD
+20.13%
1 Year
+33.97%
3 Years (annualized)
+20.79%
5 Years (annualized)
+9.49%
10 Years (annualized)
+9.68%

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)
+20.13%
Peer Avg (YTD)
+17.66%
vs Peers
+2.47%

HERAX Mutual Fund Performance

HERAX performance across multiple time periods: 1-month -5.56%, YTD 20.13%, 1-year 33.97%, 3-year 20.79%, 5-year 9.49%, 10-year 9.68%.

HERAX returns outperform the peer average of 17.66% 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.