HERFX Mutual Fund

NAV$14.75

Returns Overview

1 Month
-0.33%
3 Months
+20.61%
6 Months
+27.43%
YTD
+24.84%
1 Year
+48.01%
3 Years (annualized)
+27.24%
5 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.84%
Peer Avg (YTD)
+23.08%
vs Peers
+1.76%

HERFX Mutual Fund Performance

HERFX performance across multiple time periods: 1-month -0.33%, YTD 24.84%, 1-year 48.01%, 3-year 27.24%, 5-year 10.39%.

HERFX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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