HERYX Mutual Fund

HERYX Mutual Fund

NAV$15.24
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Returns Overview

1 Month
-5.58%
3 Months
+0.90%
6 Months
+10.98%
YTD
+20.35%
1 Year
+34.41%
3 Years (annualized)
+21.18%
5 Years (annualized)
+9.87%
10 Years (annualized)
+10.07%

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)
+20.35%
Peer Avg (YTD)
+17.66%
vs Peers
+2.69%

HERYX Mutual Fund Performance

HERYX performance across multiple time periods: 1-month -5.58%, YTD 20.35%, 1-year 34.41%, 3-year 21.18%, 5-year 9.87%, 10-year 10.07%.

HERYX returns outperform the peer average of 17.66% 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.