HFEDX Mutual Fund

NAV$62.07

Returns Overview

1 Month
-2.97%
3 Months
+1.85%
6 Months
-2.37%
YTD
+0.49%
1 Year
+17.27%
3 Years (annualized)
+17.79%
5 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFEDX 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 Europe Index(^MSCIEI)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+7.64%
vs Peers
-7.16%

HFEDX Mutual Fund Performance

HFEDX performance across multiple time periods: 1-month -2.97%, YTD 0.49%, 1-year 17.27%, 3-year 17.79%, 5-year 9.94%.

HFEDX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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