HEFA ETF

$44.41

Returns Overview

1 Month
+3.56%
3 Months
+4.46%
6 Months
+13.22%
YTD
+2.34%
1 Year
+17.70%
3 Years
+16.11%
5 Years
+14.70%
10 Years
+11.52%

Risk Metrics (5-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

+3.56%

3 Months Performance

+4.46%

6 Months Performance

+13.22%

1 Year Performance

+17.70%

Benchmark & Peers

Benchmark
MSCI EAFE 100% Hedged To USD Index(^MSEAFE100USH)
This ETF (YTD)
+2.34%
Peer Avg (YTD)
+1.49%
vs Peers
+0.85%

HEFA ETF Performance

HEFA performance across multiple time periods: 1-month 3.56%, YTD 2.34%, 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+3.55%N/A
3 Months+4.46%N/A
6 Months+13.22%N/A
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