HEONX Mutual Fund

NAV$19.41

Returns Overview

1 Month
-5.87%
3 Months
-2.46%
6 Months
+6.30%
YTD
+9.97%
1 Year
+32.48%
3 Years (annualized)
+15.37%
5 Years (annualized)
+8.67%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEONX 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)
+9.97%
Peer Avg (YTD)
+9.13%
vs Peers
+0.84%

HEONX Mutual Fund Performance

HEONX performance across multiple time periods: 1-month -5.87%, YTD 9.97%, 1-year 32.48%, 3-year 15.37%, 5-year 8.67%, 10-year 12.14%.

HEONX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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