MHEFX Mutual Fund

MHEFX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+0.52%
3 Months
+4.57%
6 Months
+6.19%
YTD
+7.25%
1 Year
+14.75%
3 Years (annualized)
+14.98%
5 Years (annualized)
+7.47%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+6.57%
vs Peers
+0.68%

MHEFX Mutual Fund Performance

MHEFX performance across multiple time periods: 1-month 0.52%, YTD 7.25%, 1-year 14.75%, 3-year 14.98%, 5-year 7.47%, 10-year 10.95%.

MHEFX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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