HEIFX Mutual Fund

HEIFX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
-2.84%
3 Months
-2.36%
6 Months
+4.13%
YTD
+4.53%
1 Year
+5.03%
3 Years (annualized)
+9.12%
5 Years (annualized)
+4.67%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEIFX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+4.96%
vs Peers
-0.44%

HEIFX Mutual Fund Performance

HEIFX performance across multiple time periods: 1-month -2.84%, YTD 4.53%, 1-year 5.03%, 3-year 9.12%, 5-year 4.67%, 10-year 4.45%.

HEIFX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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