MHESX Mutual Fund

MHESX Mutual Fund

NAV$7.29
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Returns Overview

1 Month
+1.13%
3 Months
+4.37%
6 Months
+6.54%
YTD
+13.77%
1 Year
+25.16%
3 Years (annualized)
+13.04%
5 Years (annualized)
+3.46%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHESX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Investable Market Index(^MSCIACWIEUSINVMI)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+7.17%
vs Peers
+6.60%

MHESX Mutual Fund Performance

MHESX performance across multiple time periods: 1-month 1.13%, YTD 13.77%, 1-year 25.16%, 3-year 13.04%, 5-year 3.46%, 10-year 6.37%.

MHESX returns outperform the peer average of 7.17% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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