HFERX Mutual Fund

NAV$64.37

Returns Overview

1 Month
+1.47%
3 Months
+13.98%
6 Months
+6.69%
YTD
+5.70%
1 Year
+17.40%
3 Years (annualized)
+17.93%
5 Years (annualized)
+10.08%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFERX 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)
+5.70%
Peer Avg (YTD)
+7.64%
vs Peers
-1.94%

HFERX Mutual Fund Performance

HFERX performance across multiple time periods: 1-month 1.47%, YTD 5.70%, 1-year 17.40%, 3-year 17.93%, 5-year 10.08%, 10-year 10.10%.

HFERX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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