MHESX Mutual Fund

MHESX Mutual Fund

NAV$6.95
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Returns Overview

1 Month
-3.36%
3 Months
-4.17%
6 Months
-0.58%
YTD
+7.88%
1 Year
+12.65%
3 Years (annualized)
+16.14%
5 Years (annualized)
+2.29%
10 Years (annualized)
+6.07%

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
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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)
+7.88%
Peer Avg (YTD)
+6.23%
vs Peers
+1.65%

MHESX Mutual Fund Performance

MHESX performance across multiple time periods: 1-month -3.36%, YTD 7.88%, 1-year 12.65%, 3-year 16.14%, 5-year 2.29%, 10-year 6.07%.

MHESX returns outperform the peer average of 6.23% 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.