HEFA ETF

$45.76

Returns Overview

1 Month
+4.24%
3 Months
+1.42%
6 Months
+10.88%
YTD
+9.29%
1 Year
+17.70%
3 Years
+16.11%
5 Years
+14.70%
10 Years
+11.52%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HEFA 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

+4.24%

3 Months Performance

+1.42%

6 Months Performance

+10.88%

1 Year Performance

+17.70%

Benchmark & Peers

Benchmark
MSCI EAFE 100% Hedged To USD Index(^MSEAFE100USH)
This ETF (YTD)
+9.29%
Peer Avg (YTD)
+1.49%
vs Peers
+7.80%

HEFA ETF Performance

HEFA performance across multiple time periods: 1-month 4.24%, YTD 9.29%, 1-year 17.70%, 3-year 16.11%, 5-year 14.70%, 10-year 11.52%.

HEFA returns outperform the peer average of 1.49% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

HEFA performance comparison shows side-by-side returns with another fund. HEFA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.24%Apr 27, 2026 to May 26, 2026
3 Months+1.42%Feb 26, 2026 to May 26, 2026
6 Months+10.88%Nov 26, 2025 to May 26, 2026
1 Year+17.70%N/A
3 Years+16.11%N/A
5 Years+14.70%N/A

All returns shown are total returns, not annualized