HFEIX Mutual Fund

NAV$64.92

Returns Overview

1 Month
+1.45%
3 Months
+13.95%
6 Months
+6.61%
YTD
+5.63%
1 Year
+17.28%
3 Years (annualized)
+17.83%
5 Years (annualized)
+9.99%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFEIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+7.64%
vs Peers
-2.01%

HFEIX Mutual Fund Performance

HFEIX performance across multiple time periods: 1-month 1.45%, YTD 5.63%, 1-year 17.28%, 3-year 17.83%, 5-year 9.99%, 10-year 10.03%.

HFEIX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

HFEIX performance comparison shows side-by-side returns with another fund. HFEIX alternatives are available in the Mutual Fund Screener.