HERSX Mutual Fund

NAV$14.80

Returns Overview

1 Month
-5.19%
3 Months
-0.27%
6 Months
+8.50%
YTD
+16.54%
1 Year
+44.06%
3 Years (annualized)
+25.73%
5 Years (annualized)
+9.38%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERSX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.54%
Peer Avg (YTD)
+23.08%
vs Peers
-6.54%

HERSX Mutual Fund Performance

HERSX performance across multiple time periods: 1-month -5.19%, YTD 16.54%, 1-year 44.06%, 3-year 25.73%, 5-year 9.38%, 10-year 10.95%.

HERSX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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