HEOSX Mutual Fund

NAV$19.84

Returns Overview

1 Month
-5.79%
3 Months
-2.27%
6 Months
+6.84%
YTD
+10.59%
1 Year
+33.51%
3 Years (annualized)
+16.10%
5 Years (annualized)
+8.45%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOSX 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)
+10.59%
Peer Avg (YTD)
+9.13%
vs Peers
+1.46%

HEOSX Mutual Fund Performance

HEOSX performance across multiple time periods: 1-month -5.79%, YTD 10.59%, 1-year 33.51%, 3-year 16.10%, 5-year 8.45%, 10-year 12.38%.

HEOSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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