HEOMX Mutual Fund

NAV$20.06

Returns Overview

1 Month
-4.16%
3 Months
-1.96%
6 Months
+5.14%
YTD
+9.62%
1 Year
+33.18%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.34%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOMX 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

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)
+9.62%
Peer Avg (YTD)
+9.13%
vs Peers
+0.49%

HEOMX Mutual Fund Performance

HEOMX performance across multiple time periods: 1-month -4.16%, YTD 9.62%, 1-year 33.18%, 3-year 16.04%, 5-year 8.34%, 10-year 12.04%.

HEOMX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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