HESAX Mutual Fund

HESAX Mutual Fund

NAV$46.61
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Returns Overview

1 Month
+2.68%
3 Months
+1.23%
6 Months
+10.49%
YTD
+10.25%
1 Year
+17.66%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.88%

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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+11.21%
vs Peers
-0.96%

HESAX Mutual Fund Performance

HESAX performance across multiple time periods: 1-month 2.68%, YTD 10.25%, 1-year 17.66%, 3-year 15.91%, 5-year 8.88%.

HESAX returns trail the peer average of 11.21% 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.