HFERX Mutual Fund

HFERX Mutual Fund

NAV$61.14
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Returns Overview

1 Month
-0.35%
3 Months
-4.71%
6 Months
-2.74%
YTD
-1.98%
1 Year
+3.28%
3 Years (annualized)
+18.45%
5 Years (annualized)
+7.21%
10 Years (annualized)
+9.08%

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
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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)
-1.98%
Peer Avg (YTD)
+5.28%
vs Peers
-7.26%

HFERX Mutual Fund Performance

HFERX performance across multiple time periods: 1-month -0.35%, YTD -1.98%, 1-year 3.28%, 3-year 18.45%, 5-year 7.21%, 10-year 9.08%.

HFERX returns trail the peer average of 5.28% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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