HEOIX Mutual Fund

NAV$19.32

Returns Overview

1 Month
-7.29%
3 Months
-2.23%
6 Months
+2.71%
YTD
+7.63%
1 Year
+33.68%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.61%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+9.13%
vs Peers
-1.50%

HEOIX Mutual Fund Performance

HEOIX performance across multiple time periods: 1-month -7.29%, YTD 7.63%, 1-year 33.68%, 3-year 16.28%, 5-year 8.61%, 10-year 12.34%.

HEOIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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