MHEIX Mutual Fund

MHEIX Mutual Fund

NAV$5.36
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Returns Overview

1 Month
+0.56%
6 Months
+0.18%
YTD
+2.27%
1 Year
+5.33%
3 Years (annualized)
+7.05%
5 Years (annualized)
+2.62%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHEIX 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
Barclays US Aggregate Bond Index(^BUSABI)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+0.20%
vs Peers
+2.06%

MHEIX Mutual Fund Performance

MHEIX performance across multiple time periods: 1-month 0.56%, YTD 2.27%, 1-year 5.33%, 3-year 7.05%, 5-year 2.62%, 10-year 3.31%.

MHEIX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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