HFETX Mutual Fund

NAV$62.32

Returns Overview

1 Month
-2.38%
3 Months
+2.50%
6 Months
-1.55%
YTD
+1.04%
1 Year
+17.11%
3 Years (annualized)
+17.66%
5 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFETX 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)
+1.04%
Peer Avg (YTD)
+7.64%
vs Peers
-6.61%

HFETX Mutual Fund Performance

HFETX performance across multiple time periods: 1-month -2.38%, YTD 1.04%, 1-year 17.11%, 3-year 17.66%, 5-year 9.81%.

HFETX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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