MHESX Mutual Fund

NAV$7.29

Returns Overview

3 Months
+10.23%
6 Months
+12.35%
YTD
+11.16%
1 Year
+23.28%
3 Years (annualized)
+11.91%
5 Years (annualized)
+3.02%
10 Years (annualized)
+8.26%

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
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

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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
MSCI ACWI ex USA Investable Market Index(^MSCIACWIEUSINVMI)
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+9.23%
vs Peers
+1.93%

MHESX Mutual Fund Performance

MHESX performance across multiple time periods: YTD 11.16%, 1-year 23.28%, 3-year 11.91%, 5-year 3.02%, 10-year 8.26%.

MHESX returns outperform the peer average of 9.23% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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