HESAX Mutual Fund

NAV$46.04

Returns Overview

1 Month
-2.36%
3 Months
+12.33%
6 Months
+6.44%
YTD
+6.34%
1 Year
+18.82%
3 Years (annualized)
+15.56%
5 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HESAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA ESG Leaders Index(M2UEL)
This Mutual Fund (YTD)
+6.34%
Peer Avg (YTD)
+9.51%
vs Peers
-3.17%

HESAX Mutual Fund Performance

HESAX performance across multiple time periods: 1-month -2.36%, YTD 6.34%, 1-year 18.82%, 3-year 15.56%, 5-year 9.37%.

HESAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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