MHEFX Mutual Fund

NAV$9.90

Returns Overview

1 Month
-1.04%
3 Months
+15.46%
6 Months
+7.03%
YTD
+6.70%
1 Year
+15.69%
3 Years (annualized)
+15.80%
5 Years (annualized)
+7.64%
10 Years (annualized)
+11.32%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+6.73%
vs Peers
-0.03%

MHEFX Mutual Fund Performance

MHEFX performance across multiple time periods: 1-month -1.04%, YTD 6.70%, 1-year 15.69%, 3-year 15.80%, 5-year 7.64%, 10-year 11.32%.

MHEFX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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