HERTX Mutual Fund

NAV$14.73

Returns Overview

1 Month
-0.33%
3 Months
+20.63%
6 Months
+27.45%
YTD
+24.86%
1 Year
+47.94%
3 Years (annualized)
+27.10%
5 Years (annualized)
+10.13%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERTX 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)
+24.86%
Peer Avg (YTD)
+23.08%
vs Peers
+1.78%

HERTX Mutual Fund Performance

HERTX performance across multiple time periods: 1-month -0.33%, YTD 24.86%, 1-year 47.94%, 3-year 27.10%, 5-year 10.13%, 10-year 11.55%.

HERTX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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