MHEIX Mutual Fund

NAV$5.40
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Returns Overview

3 Months
+2.85%
6 Months
+2.45%
YTD
+2.27%
1 Year
+6.93%
3 Years (annualized)
+7.27%
5 Years (annualized)
+2.84%
10 Years (annualized)
+3.43%

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
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📉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

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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
Barclays US Aggregate Bond Index(^BUSABI)
This Mutual Fund (YTD)
+2.27%
Peer Avg (YTD)
+0.99%
vs Peers
+1.28%

MHEIX Mutual Fund Performance

MHEIX performance across multiple time periods: YTD 2.27%, 1-year 6.93%, 3-year 7.27%, 5-year 2.84%, 10-year 3.43%.

MHEIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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