HERYX Mutual Fund

HERYX Mutual Fund

NAV$15.04
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Returns Overview

1 Month
+4.40%
3 Months
-1.75%
6 Months
+7.65%
YTD
+25.64%
1 Year
+36.73%
3 Years (annualized)
+25.09%
5 Years (annualized)
+10.24%
10 Years (annualized)
+10.35%

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)
+25.64%
Peer Avg (YTD)
+20.14%
vs Peers
+5.50%

HERYX Mutual Fund Performance

HERYX performance across multiple time periods: 1-month 4.40%, YTD 25.64%, 1-year 36.73%, 3-year 25.09%, 5-year 10.24%, 10-year 10.35%.

HERYX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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