HEOVX Mutual Fund

NAV$19.69

Returns Overview

1 Month
-3.72%
3 Months
-1.65%
6 Months
+6.66%
YTD
+11.24%
1 Year
+34.09%
3 Years (annualized)
+16.46%
5 Years (annualized)
+8.79%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOVX 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)
+11.24%
Peer Avg (YTD)
+9.13%
vs Peers
+2.11%

HEOVX Mutual Fund Performance

HEOVX performance across multiple time periods: 1-month -3.72%, YTD 11.24%, 1-year 34.09%, 3-year 16.46%, 5-year 8.79%, 10-year 12.48%.

HEOVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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