MHEFX Mutual Fund

MHEFX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.92%
3 Months
+0.41%
6 Months
+4.30%
YTD
+8.26%
1 Year
+9.39%
3 Years (annualized)
+18.47%
5 Years (annualized)
+6.80%
10 Years (annualized)
+11.13%

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)
+8.26%
Peer Avg (YTD)
+6.22%
vs Peers
+2.04%

MHEFX Mutual Fund Performance

MHEFX performance across multiple time periods: 1-month -0.92%, YTD 8.26%, 1-year 9.39%, 3-year 18.47%, 5-year 6.80%, 10-year 11.13%.

MHEFX returns outperform the peer average of 6.22% 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.