HERYX Mutual Fund

HERYX Mutual Fund

NAV$14.81
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Returns Overview

1 Month
-0.32%
3 Months
+20.67%
6 Months
+27.46%
YTD
+24.78%
1 Year
+47.89%
3 Years (annualized)
+27.13%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERYX 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)
+24.78%
Peer Avg (YTD)
+23.08%
vs Peers
+1.70%

HERYX Mutual Fund Performance

HERYX performance across multiple time periods: 1-month -0.32%, YTD 24.78%, 1-year 47.89%, 3-year 27.13%, 5-year 10.27%, 10-year 11.56%.

HERYX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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