HEOTX Mutual Fund

NAV$19.70

Returns Overview

1 Month
-5.79%
3 Months
-2.23%
6 Months
+6.89%
YTD
+10.67%
1 Year
+33.95%
3 Years (annualized)
+16.37%
5 Years (annualized)
+8.70%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOTX 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)
+10.67%
Peer Avg (YTD)
+9.13%
vs Peers
+1.54%

HEOTX Mutual Fund Performance

HEOTX performance across multiple time periods: 1-month -5.79%, YTD 10.67%, 1-year 33.95%, 3-year 16.37%, 5-year 8.70%, 10-year 12.37%.

HEOTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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