HFETX Mutual Fund

HFETX Mutual Fund

NAV$60.56
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Returns Overview

1 Month
+1.72%
3 Months
+0.41%
6 Months
+2.03%
YTD
+4.49%
1 Year
+14.26%
3 Years (annualized)
+17.71%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFETX 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)
+4.49%
Peer Avg (YTD)
+9.72%
vs Peers
-5.23%

HFETX Mutual Fund Performance

HFETX performance across multiple time periods: 1-month 1.72%, YTD 4.49%, 1-year 14.26%, 3-year 17.71%, 5-year 8.52%, 10-year 9.04%.

HFETX returns trail the peer average of 9.72% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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