HERTX Mutual Fund

HERTX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
-8.63%
3 Months
-4.84%
6 Months
-4.04%
YTD
+12.14%
1 Year
+14.92%
3 Years (annualized)
+23.39%
5 Years (annualized)
+8.87%
10 Years (annualized)
+9.01%

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
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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)
+12.14%
Peer Avg (YTD)
+9.82%
vs Peers
+2.32%

HERTX Mutual Fund Performance

HERTX performance across multiple time periods: 1-month -8.63%, YTD 12.14%, 1-year 14.92%, 3-year 23.39%, 5-year 8.87%, 10-year 9.01%.

HERTX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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