HESAX Mutual Fund

HESAX Mutual Fund

NAV$45.86
See how much of HESAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.97%
3 Months
+3.26%
6 Months
+6.48%
YTD
+7.37%
1 Year
+16.56%
3 Years (annualized)
+14.66%
5 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HESAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA ESG Leaders Index(M2UEL)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+9.41%
vs Peers
-2.04%

HESAX Mutual Fund Performance

HESAX performance across multiple time periods: 1-month 0.97%, YTD 7.37%, 1-year 16.56%, 3-year 14.66%, 5-year 8.98%.

HESAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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