MHEIX Mutual Fund

MHEIX Mutual Fund

NAV$5.36
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Returns Overview

1 Month
+0.56%
3 Months
-0.37%
6 Months
-0.19%
YTD
+1.32%
1 Year
+1.88%
3 Years (annualized)
+7.76%
5 Years (annualized)
+2.54%
10 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHEIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays US Aggregate Bond Index(^BUSABI)
This Mutual Fund (YTD)
+1.32%
Peer Avg (YTD)
-0.81%
vs Peers
+2.14%

MHEIX Mutual Fund Performance

MHEIX performance across multiple time periods: 1-month 0.56%, YTD 1.32%, 1-year 1.88%, 3-year 7.76%, 5-year 2.54%, 10-year 3.25%.

MHEIX returns outperform the peer average of -0.81% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

MHEIX vs another fund shows side-by-side returns. MHEIX alternatives are available in the Mutual Fund Screener.