MHELX Mutual Fund

MHELX Mutual Fund

NAV$9.90
See how much of MHELX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.53%
3 Months
+1.34%
6 Months
+11.58%
YTD
+17.85%
1 Year
+29.92%
3 Years (annualized)
+14.78%
5 Years (annualized)
+6.61%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHELX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.85%
Peer Avg (YTD)
+6.57%
vs Peers
+11.28%

MHELX Mutual Fund Performance

MHELX performance across multiple time periods: 1-month -3.53%, YTD 17.85%, 1-year 29.92%, 3-year 14.78%, 5-year 6.61%, 10-year 9.70%.

MHELX returns outperform the peer average of 6.57% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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