HFECX Mutual Fund

HFECX Mutual Fund

NAV$61.71
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Returns Overview

1 Month
-2.77%
3 Months
+1.79%
6 Months
+0.40%
YTD
+2.25%
1 Year
+15.07%
3 Years (annualized)
+14.60%
5 Years (annualized)
+7.42%
10 Years (annualized)
+8.12%

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)
+2.25%
Peer Avg (YTD)
+8.89%
vs Peers
-6.64%

HFECX Mutual Fund Performance

HFECX performance across multiple time periods: 1-month -2.77%, YTD 2.25%, 1-year 15.07%, 3-year 14.60%, 5-year 7.42%, 10-year 8.12%.

HFECX returns trail the peer average of 8.89% 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.