HFECX Mutual Fund

HFECX Mutual Fund

NAV$57.50
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Returns Overview

1 Month
-0.43%
3 Months
-4.96%
6 Months
-3.27%
YTD
-2.83%
1 Year
+2.18%
3 Years (annualized)
+17.20%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFECX 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 Europe Index(^MSCIEI)
This Mutual Fund (YTD)
-2.83%
Peer Avg (YTD)
+5.28%
vs Peers
-8.10%

HFECX Mutual Fund Performance

HFECX performance across multiple time periods: 1-month -0.43%, YTD -2.83%, 1-year 2.18%, 3-year 17.20%, 5-year 6.06%, 10-year 8.07%.

HFECX returns trail the peer average of 5.28% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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