HFECX Mutual Fund

Returns Overview

1 Month
+1.37%
3 Months
+13.68%
6 Months
+6.13%
YTD
+5.16%
1 Year
+16.17%
3 Years (annualized)
+16.69%
5 Years (annualized)
+8.90%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFECX 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 Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+7.64%
vs Peers
-2.48%

HFECX Mutual Fund Performance

HFECX performance across multiple time periods: 1-month 1.37%, YTD 5.16%, 1-year 16.17%, 3-year 16.69%, 5-year 8.90%, 10-year 8.93%.

HFECX returns trail the peer average of 7.64% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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